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 | $65,163 | $87,733-25.7% | $106,548-38.8% | $85,850-24.1% |
| Participation rate | 42.4% | 71.9%-29.5pp | 76.1%-33.7pp | 69.3%-26.9pp |
| Annual return | 10.93% | 21.86%-10.9pp | 26.80%-15.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $998 | $2,073-51.9% | $2,819-64.6% | $2,565-61.1% |
| Participant deferral / active EE | $1,802 | $3,469-48.1% | $4,398-59.0% | $3,952-54.4% |
| Admin fee / account holder | $4,589 | $6,767-32.2% | $7,407-38.0% | $6,260-26.7% |