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 | $76,544 | $76,5520% | $123,892-38.2% | $62,891+21.7% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.8pp |
| Annual return | 5.05% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $457 | $2,883-84.2% | $4,617-90.1% | $2,281-80.0% |
| Participant deferral / active EE | $5,981 | $4,840+23.6% | $5,984-0.1% | $3,203+86.7% |
| Admin fee / account holder | $3,709 | $4,826-23.1% | $8,357-55.6% | $4,296-13.7% |