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 9-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 | $43,310 | $71,050-39.0% | $93,606-53.7% | $80,856-46.4% |
| Participation rate | 58.9% | 60.4%-1.5pp | 68.7%-9.8pp | 67.6%-8.7pp |
| Annual return | 9.06% | 11.26%-2.2pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $549 | $1,564-64.9% | $2,420-77.3% | $2,755-80.1% |
| Participant deferral / active EE | $2,532 | $4,034-37.2% | $4,411-42.6% | $4,296-41.1% |
| Admin fee / account holder | $1,632 | $6,945-76.5% | $8,285-80.3% | $6,918-76.4% |