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 | $51,282 | $52,836-2.9% | $105,738-51.5% | $64,186-20.1% |
| Participation rate | 50.0% | 66.5%-16.5pp | 76.3%-26.3pp | 69.6%-19.6pp |
| Annual return | -7.82% | 14.30%-22.1pp | 6.27%-14.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $931 | $1,827-49.0% | $3,268-71.5% | $2,381-60.9% |
| Participant deferral / active EE | $2,174 | $2,545-14.6% | $4,080-46.7% | $3,470-37.3% |
| Admin fee / account holder | $3,200 | $3,959-19.2% | $6,913-53.7% | $4,888-34.5% |