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 | $24,279 | $77,634-68.7% | $156,549-84.5% | $62,891-61.4% |
| Participation rate | 52.9% | 71.2%-18.3pp | 84.0%-31.1pp | 69.3%-16.4pp |
| Annual return | 2.29% | 50.32%-48.0pp | 32.23%-29.9pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,096 | $3,444-68.2% | $5,501-80.1% | $2,281-51.9% |
| Participant deferral / active EE | $1,256 | $3,045-58.8% | $4,871-74.2% | $3,203-60.8% |
| Admin fee / account holder | $515 | $5,561-90.7% | $13,027-96.0% | $4,296-88.0% |