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 | $37,292 | $86,944-57.1% | $107,525-65.3% | $74,304-49.8% |
| Participation rate | 37.6% | 59.6%-21.9pp | 75.1%-37.5pp | 60.3%-22.7pp |
| Annual return | 12.15% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,801 | $3,554-21.2% | $5,116-45.2% | $3,767-25.6% |
| Admin fee / account holder | $5,307 | $3,727+42.4% | $8,919-40.5% | $2,969+78.8% |