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 | $40,938 | $60,892-32.8% | $82,389-50.3% | $84,808-51.7% |
| Participation rate | 51.6% | 63.3%-11.7pp | 69.5%-17.9pp | 68.3%-16.7pp |
| Annual return | 12.81% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,066 | $1,779-40.1% | $2,517-57.6% | $2,631-59.5% |
| Participant deferral / active EE | $2,048 | $3,179-35.6% | $4,155-50.7% | $4,212-51.4% |
| Admin fee / account holder | $7,432 | $5,467+35.9% | $7,231+2.8% | $7,344+1.2% |