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 | $53,852 | $80,717-33.3% | $154,803-65.2% | $84,808-36.5% |
| Participation rate | 45.5% | 66.8%-21.4pp | 78.1%-32.6pp | 68.3%-22.9pp |
| Annual return | 12.79% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $562 | $2,761-79.6% | $4,305-86.9% | $2,631-78.6% |
| Participant deferral / active EE | $2,554 | $3,303-22.7% | $5,540-53.9% | $4,212-39.4% |
| Admin fee / account holder | $2,623 | $6,746-61.1% | $14,329-81.7% | $7,344-64.3% |