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 | $69,978 | $59,097+18.4% | $82,389-15.1% | $74,304-5.8% |
| Participation rate | 41.3% | 52.8%-11.4pp | 69.5%-28.2pp | 60.3%-19.0pp |
| Annual return | 12.85% | 22.85%-10.0pp | 28.67%-15.8pp | 29.43%-16.6pp |
| Employer contribution / active EE | $608 | $1,601-62.0% | $2,517-75.8% | $2,241-72.9% |
| Participant deferral / active EE | $1,985 | $2,775-28.5% | $4,155-52.2% | $3,767-47.3% |
| Admin fee / account holder | $3,545 | $4,489-21.0% | $7,231-51.0% | $2,969+19.4% |