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 | $92,480 | $78,672+17.6% | $109,143-15.3% | $85,850+7.7% |
| Participation rate | 37.1% | 68.3%-31.1pp | 75.9%-38.7pp | 69.3%-32.2pp |
| Annual return | 9.97% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $842 | $2,735-69.2% | $3,722-77.4% | $2,565-67.2% |
| Participant deferral / active EE | $1,592 | $3,467-54.1% | $4,653-65.8% | $3,952-59.7% |
| Admin fee / account holder | $25,777 | $5,469+371.3% | $6,752+281.8% | $6,260+311.8% |