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 | $66,315 | $78,705-15.7% | $117,854-43.7% | $70,131-5.4% |
| Participation rate | 59.7% | 73.2%-13.5pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 12.02% | 23.30%-11.3pp | 335.08%-323.1pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,145 | $2,223-48.5% | $3,786-69.8% | $2,342-51.1% |
| Participant deferral / active EE | $2,164 | $3,297-34.4% | $4,482-51.7% | $3,332-35.1% |
| Admin fee / account holder | $3,197 | $5,065-36.9% | $8,020-60.1% | $4,645-31.2% |