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 | $70,140 | $54,541+28.6% | $78,778-11.0% | $70,1310% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 7.61% | 21.07%-13.5pp | 35.62%-28.0pp | 73.14%-65.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,219 | $2,210-44.8% | $2,958-58.8% | $3,332-63.4% |
| Admin fee / account holder | $592 | $3,709-84.0% | $5,134-88.5% | $4,645-87.3% |