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 | $113,054 | $102,605+10.2% | $145,661-22.4% | $84,808+33.3% |
| Participation rate | 52.5% | 74.3%-21.7pp | 77.2%-24.7pp | 68.3%-15.8pp |
| Annual return | 13.26% | 26.50%-13.2pp | 101.46%-88.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $632 | $3,325-81.0% | $4,238-85.1% | $2,631-76.0% |
| Participant deferral / active EE | $3,162 | $5,750-45.0% | $7,198-56.1% | $4,212-24.9% |
| Admin fee / account holder | $3,358 | $8,758-61.7% | $12,466-73.1% | $7,344-54.3% |