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 | $46,240 | $65,041-28.9% | $90,951-49.2% | $79,858-42.1% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.0%-10.4pp | 69.6%-11.0pp |
| Annual return | 7.62% | 30.45%-22.8pp | 134.60%-127.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $772 | $1,247-38.1% | $2,122-63.6% | $2,471-68.8% |
| Participant deferral / active EE | $2,253 | $2,512-10.3% | $3,373-33.2% | $3,740-39.8% |
| Admin fee / account holder | $1,238 | $4,536-72.7% | $5,959-79.2% | $5,306-76.7% |