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 | $45,549 | $47,848-4.8% | $81,478-44.1% | $70,131-35.1% |
| Participation rate | 50.0% | 58.3%-8.3pp | 68.0%-18.0pp | 69.5%-19.5pp |
| Annual return | 12.43% | 27.25%-14.8pp | 38.78%-26.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,966 | $1,527+28.7% | $2,568-23.5% | $2,342-16.1% |
| Participant deferral / active EE | $2,677 | $2,453+9.1% | $3,537-24.3% | $3,332-19.7% |
| Admin fee / account holder | $16,495 | $3,145+424.5% | $4,561+261.6% | $4,645+255.1% |