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 | $32,474 | $71,050-54.3% | $93,606-65.3% | $80,856-59.8% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.8pp |
| Annual return | 8.24% | 11.26%-3.0pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,279 | $1,564-18.2% | $2,420-47.2% | $2,755-53.6% |
| Participant deferral / active EE | $3,782 | $4,034-6.2% | $4,411-14.3% | $4,296-12.0% |
| Admin fee / account holder | $5,253 | $6,945-24.4% | $8,285-36.6% | $6,918-24.1% |