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 | $102,392 | $93,571+9.4% | $135,903-24.7% | $75,163+36.2% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,372 | $3,537-61.2% | $4,856-71.7% | $2,670-48.6% |
| Participant deferral / active EE | $4,095 | $6,404-36.1% | $7,758-47.2% | $4,125-0.7% |
| Admin fee / account holder | $1,030 | $6,975-85.2% | $10,762-90.4% | $5,651-81.8% |