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 | $91,393 | $111,535-18.1% | $105,223-13.1% | $137,256-33.4% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 6.01% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,211 | $3,939-69.3% | $3,689-67.2% | $4,156-70.9% |
| Participant deferral / active EE | $4,510 | $5,500-18.0% | $5,072-11.1% | $6,407-29.6% |
| Admin fee / account holder | $46,385 | $9,721+377.1% | $8,859+423.6% | $12,270+278.0% |