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 | $47,904 | $65,365-26.7% | $92,893-48.4% | $72,985-34.4% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 2.55% | 42.10%-39.5pp | 109.41%-106.9pp | 81.00%-78.4pp |
| Employer contribution / active EE | $1,462 | $2,594-43.6% | $3,653-60.0% | $2,440-40.1% |
| Participant deferral / active EE | $1,752 | $3,128-44.0% | $4,236-58.6% | $3,607-51.4% |
| Admin fee / account holder | $1,684 | $4,251-60.4% | $5,794-70.9% | $5,124-67.1% |