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 8-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 | $43,387 | $80,717-46.2% | $154,803-72.0% | $84,808-48.8% |
| Participation rate | 53.0% | 66.8%-13.8pp | 78.1%-25.1pp | 68.3%-15.3pp |
| Annual return | 9.80% | 37.96%-28.2pp | 58.88%-49.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,354 | $2,761-51.0% | $4,305-68.6% | $2,631-48.6% |
| Participant deferral / active EE | $3,000 | $3,303-9.2% | $5,540-45.8% | $4,212-28.8% |
| Admin fee / account holder | $4,724 | $6,746-30.0% | $14,329-67.0% | $7,344-35.7% |