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 | $72,005 | $49,138+46.5% | $84,015-14.3% | $65,185+10.5% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 70.2%-9.1pp |
| Annual return | 14.17% | 23.00%-8.8pp | 71.31%-57.1pp | 29.38%-15.2pp |
| Employer contribution / active EE | $281 | $914-69.3% | $1,983-85.8% | $2,177-87.1% |
| Participant deferral / active EE | $2,307 | $2,397-3.7% | $3,239-28.8% | $3,514-34.3% |
| Admin fee / account holder | $5,039 | $543+827.4% | $6,101-17.4% | $847+494.9% |