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 | $58,412 | $89,355-34.6% | $141,162-58.6% | $72,985-20.0% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 18.92% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,066 | $3,114-33.7% | $4,735-56.4% | $2,440-15.3% |
| Participant deferral / active EE | $2,607 | $5,418-51.9% | $6,709-61.1% | $3,607-27.7% |
| Admin fee / account holder | $2,707 | $5,958-54.6% | $10,261-73.6% | $5,124-47.2% |