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 | $78,095 | $111,814-30.2% | $93,654-16.6% | $145,959-46.5% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 6.43% | 203.30%-196.9pp | 133.34%-126.9pp | 561.95%-555.5pp |
| Employer contribution / active EE | $789 | $3,092-74.5% | $2,421-67.4% | $4,661-83.1% |
| Participant deferral / active EE | $4,713 | $4,914-4.1% | $4,413+6.8% | $6,689-29.5% |
| Admin fee / account holder | $526 | $10,246-94.9% | $8,282-93.7% | $13,398-96.1% |