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 | $66,058 | $76,367-13.5% | $93,606-29.4% | $72,985-9.5% |
| Participation rate | 67.8% | 71.7%-4.0pp | 75.8%-8.1pp | 69.5%-1.7pp |
| Annual return | 3.47% | 25.82%-22.3pp | 32.76%-29.3pp | 81.00%-77.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,051 | $3,538-42.0% | $4,069-49.6% | $3,607-43.2% |
| Admin fee / account holder | $2,465 | $6,838-63.9% | $7,888-68.7% | $5,124-51.9% |