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 | $89,857 | $109,413-17.9% | $156,263-42.5% | $84,808+6.0% |
| Participation rate | 45.7% | 72.7%-27.0pp | 78.9%-33.2pp | 68.3%-22.6pp |
| Annual return | 0.40% | 20.18%-19.8pp | 59.47%-59.1pp | 40.90%-40.5pp |
| Employer contribution / active EE | $1,015 | $2,907-65.1% | $4,333-76.6% | $2,631-61.4% |
| Participant deferral / active EE | $2,390 | $4,590-47.9% | $6,158-61.2% | $4,212-43.3% |
| Admin fee / account holder | $657 | $9,357-93.0% | $14,255-95.4% | $7,344-91.0% |