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 | $32,272 | $106,749-69.8% | $145,433-77.8% | $82,448-60.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 7.11% | 27.59%-20.5pp | 66.58%-59.5pp | 41.64%-34.5pp |
| Employer contribution / active EE | $1,125 | $3,444-67.3% | $4,554-75.3% | $2,551-55.9% |
| Participant deferral / active EE | $2,790 | $6,519-57.2% | $7,897-64.7% | $4,139-32.6% |
| Admin fee / account holder | $1,637 | $8,390-80.5% | $13,129-87.5% | $7,234-77.4% |