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 | $80,240 | $93,571-14.2% | $135,903-41.0% | $75,163+6.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 10.69% | 30.90%-20.2pp | 68.23%-57.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,109 | $3,537-68.6% | $4,856-77.2% | $2,670-58.5% |
| Participant deferral / active EE | $3,198 | $6,404-50.1% | $7,758-58.8% | $4,125-22.5% |
| Admin fee / account holder | $2,103 | $6,975-69.9% | $10,762-80.5% | $5,651-62.8% |