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 | $19,290 | $49,227-60.8% | $70,449-72.6% | $79,858-75.8% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 4.13% | 30.06%-25.9pp | 109.03%-104.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,012 | $2,099-51.8% | $2,737-63.0% | $2,471-59.0% |
| Participant deferral / active EE | $1,393 | $2,768-49.7% | $3,709-62.4% | $3,740-62.8% |
| Admin fee / account holder | $550 | $2,878-80.9% | $3,845-85.7% | $5,306-89.6% |