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 | $104,151 | $99,341+4.8% | $84,750+22.9% | $273,961-62.0% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | -2.49% | 22.93%-25.4pp | 22.78%-25.3pp | 41.45%-43.9pp |
| Employer contribution / active EE | $5,712 | $4,214+35.6% | $3,574+59.8% | $4,869+17.3% |
| Participant deferral / active EE | $1,926 | $4,269-54.9% | $3,712-48.1% | $5,287-63.6% |
| Admin fee / account holder | $781 | $6,644-88.3% | $5,332-85.4% | $10,132-92.3% |