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 | $76,491 | $87,870-12.9% | $113,168-32.4% | $74,304+2.9% |
| Participation rate | 39.4% | 70.7%-31.3pp | 76.6%-37.1pp | 60.3%-20.9pp |
| Annual return | 11.88% | 26.44%-14.6pp | 24.27%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,167 | $4,241-48.9% | $5,107-57.6% | $3,767-42.5% |
| Admin fee / account holder | $6,860 | $3,368+103.7% | $12,068-43.2% | $2,969+131.1% |