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 | $31,393 | $58,512-46.3% | $84,015-62.6% | $72,985-57.0% |
| Participation rate | 29.6% | 61.2%-31.6pp | 69.0%-39.4pp | 69.5%-39.9pp |
| Annual return | 12.74% | 28.93%-16.2pp | 71.31%-58.6pp | 81.00%-68.3pp |
| Employer contribution / active EE | $690 | $1,163-40.7% | $1,983-65.2% | $2,440-71.7% |
| Participant deferral / active EE | $1,723 | $2,394-28.0% | $3,239-46.8% | $3,607-52.3% |
| Admin fee / account holder | $4,180 | $4,569-8.5% | $6,101-31.5% | $5,124-18.4% |