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 | $79,504 | $57,541+38.2% | $95,745-17.0% | $75,163+5.8% |
| Participation rate | 50.6% | 62.5%-11.9pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 12.41% | 34.93%-22.5pp | 28.35%-15.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $625 | $1,808-65.5% | $2,835-78.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,510 | $3,074-50.9% | $4,245-64.4% | $4,125-63.4% |
| Admin fee / account holder | $12,603 | $4,099+207.5% | $5,678+122.0% | $5,651+123.0% |