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 | $61,992 | $77,634-20.1% | $156,549-60.4% | $62,891-1.4% |
| Participation rate | 48.0% | 71.2%-23.2pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 4.57% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $658 | $3,444-80.9% | $5,501-88.0% | $2,281-71.1% |
| Participant deferral / active EE | $2,211 | $3,045-27.4% | $4,871-54.6% | $3,203-31.0% |
| Admin fee / account holder | $5,829 | $5,561+4.8% | $13,027-55.3% | $4,296+35.7% |