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 | $43,157 | $39,019+10.6% | $80,716-46.5% | $85,850-49.7% |
| Participation rate | 54.0% | 41.5%+12.5pp | 54.2%-0.2pp | 69.3%-15.3pp |
| Annual return | 8.96% | 26.27%-17.3pp | 87.28%-78.3pp | 318.53%-309.6pp |
| Employer contribution / active EE | $300 | $722-58.5% | $1,160-74.1% | $2,565-88.3% |
| Participant deferral / active EE | $1,885 | $1,326+42.2% | $2,146-12.1% | $3,952-52.3% |
| Admin fee / account holder | $5,502 | $2,431+126.3% | $3,380+62.8% | $6,260-12.1% |