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 | $35,052 | $109,881-68.1% | $150,045-76.6% | $84,808-58.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 11.79% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,446 | $3,561-59.4% | $4,693-69.2% | $2,631-45.0% |
| Participant deferral / active EE | $2,570 | $6,636-61.3% | $7,997-67.9% | $4,212-39.0% |
| Admin fee / account holder | $686 | $8,568-92.0% | $13,435-94.9% | $7,344-90.7% |