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 | $53,543 | $63,346-15.5% | $92,233-41.9% | $70,131-23.7% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 10.98% | 530.12%-519.1pp | 176.28%-165.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $836 | $2,471-66.2% | $3,679-77.3% | $2,342-64.3% |
| Participant deferral / active EE | $1,903 | $2,854-33.3% | $3,897-51.2% | $3,332-42.9% |
| Admin fee / account holder | $2,232 | $3,840-41.9% | $5,194-57.0% | $4,645-51.9% |