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 | $42,733 | $81,208-47.4% | $98,907-56.8% | $79,858-46.5% |
| Participation rate | 37.2% | 72.5%-35.3pp | 76.0%-38.8pp | 69.6%-32.4pp |
| Annual return | 1.05% | 60.99%-59.9pp | 196.43%-195.4pp | 31.71%-30.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,187 | $3,265-2.4% | $4,244-24.9% | $3,740-14.8% |
| Admin fee / account holder | $528 | $6,013-91.2% | $6,642-92.1% | $5,306-90.1% |