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 | $21,885 | $29,051-24.7% | $52,425-58.3% | $67,986-67.8% |
| Participation rate | 15.5% | 30.4%-14.9pp | 55.6%-40.1pp | 57.2%-41.7pp |
| Annual return | 12.14% | 24.00%-11.9pp | 302.12%-290.0pp | 31.67%-19.5pp |
| Employer contribution / active EE | $118 | $412-71.4% | $914-87.1% | $2,019-94.2% |
| Participant deferral / active EE | $313 | $873-64.2% | $1,790-82.5% | $3,358-90.7% |
| Admin fee / account holder | $2,766 | $2,113+30.9% | $2,495+10.9% | $3,203-13.6% |