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 | $43,781 | $54,705-20.0% | $71,209-38.5% | $84,808-48.4% |
| Participation rate | 27.3% | 64.1%-36.8pp | 73.8%-46.5pp | 68.3%-41.0pp |
| Annual return | 2.29% | 35.90%-33.6pp | 282.51%-280.2pp | 40.90%-38.6pp |
| Employer contribution / active EE | $1,328 | $2,158-38.5% | $2,721-51.2% | $2,631-49.5% |
| Participant deferral / active EE | $3,212 | $3,030+6.0% | $4,175-23.1% | $4,212-23.7% |
| Admin fee / account holder | $2,026 | $4,863-58.3% | $5,349-62.1% | $7,344-72.4% |