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 | $41,732 | $48,230-13.5% | $67,502-38.2% | $80,856-48.4% |
| Participation rate | 54.7% | 66.4%-11.7pp | 72.9%-18.2pp | 67.6%-13.0pp |
| Annual return | 10.79% | 18.28%-7.5pp | 3512.12%-3501.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,215 | $2,020+9.7% | $2,731-18.9% | $2,755-19.6% |
| Participant deferral / active EE | $1,353 | $2,924-53.7% | $4,000-66.2% | $4,296-68.5% |
| Admin fee / account holder | $4,153 | $3,681+12.8% | $3,998+3.9% | $6,918-40.0% |