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 | $82,841 | $81,460+1.7% | $103,333-19.8% | $80,856+2.5% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 9.50% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,527 | $3,105-50.8% | $3,868-60.5% | $2,755-44.6% |
| Participant deferral / active EE | $2,023 | $3,869-47.7% | $5,057-60.0% | $4,296-52.9% |
| Admin fee / account holder | $4,217 | $6,566-35.8% | $8,355-49.5% | $6,918-39.0% |