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 | $60,494 | $37,426+61.6% | $77,482-21.9% | $79,858-24.2% |
| Participation rate | 56.3% | 41.5%+14.7pp | 54.2%+2.1pp | 69.6%-13.4pp |
| Annual return | 10.03% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $626 | $637-1.8% | $986-36.6% | $2,471-74.7% |
| Participant deferral / active EE | $2,312 | $1,260+83.5% | $1,861+24.2% | $3,740-38.2% |
| Admin fee / account holder | $9,731 | $2,504+288.6% | $2,858+240.5% | $5,306+83.4% |