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 | $66,830 | $72,277-7.5% | $101,248-34.0% | $79,858-16.3% |
| Participation rate | 61.0% | 68.5%-7.5pp | 75.8%-14.8pp | 69.6%-8.7pp |
| Annual return | 8.33% | 22.30%-14.0pp | 46.47%-38.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $792 | $2,692-70.6% | $3,660-78.4% | $2,471-67.9% |
| Participant deferral / active EE | $3,034 | $3,282-7.5% | $4,370-30.6% | $3,740-18.9% |
| Admin fee / account holder | $1,642 | $4,400-62.7% | $5,945-72.4% | $5,306-69.1% |