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 6-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 | $81,351 | $148,534-45.2% | $135,903-40.1% | $139,434-41.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 10.75% | 79.19%-68.4pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $6,563 | $8,100-19.0% | $7,758-15.4% | $6,710-2.2% |
| Admin fee / account holder | $2,675 | $12,400-78.4% | $10,762-75.1% | $11,403-76.5% |