See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,975 | $68,346-28.3% | $94,646-48.3% | $75,163-34.8% |
| Participation rate | 47.9% | 76.1%-28.2pp | 80.8%-33.0pp | 67.2%-19.3pp |
| Annual return | 15.46% | 616.93%-601.5pp | 156.71%-141.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,732 | $2,701-35.9% | $3,672-52.8% | $2,670-35.1% |
| Participant deferral / active EE | $4,305 | $6,537-34.2% | $7,418-42.0% | $4,125+4.4% |
| Admin fee / account holder | $11,112 | $5,326+108.6% | $7,231+53.7% | $5,651+96.6% |