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 | $91,218 | $57,016+60.0% | $84,966+7.4% | $80,856+12.8% |
| Participation rate | 10.4% | 56.3%-45.9pp | 67.5%-57.1pp | 67.6%-57.2pp |
| Annual return | 3.77% | 21.66%-17.9pp | 66.38%-62.6pp | 35.59%-31.8pp |
| Employer contribution / active EE | $349 | $1,798-80.6% | $2,727-87.2% | $2,755-87.3% |
| Participant deferral / active EE | $1,315 | $3,110-57.7% | $4,519-70.9% | $4,296-69.4% |
| Admin fee / account holder | $4,299 | $4,980-13.7% | $6,149-30.1% | $6,918-37.9% |