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 | $28,101 | $63,346-55.6% | $92,233-69.5% | $70,131-59.9% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 6.49% | 530.12%-523.6pp | 176.28%-169.8pp | 73.14%-66.6pp |
| Employer contribution / active EE | $1,271 | $2,471-48.5% | $3,679-65.4% | $2,342-45.7% |
| Participant deferral / active EE | $3,688 | $2,854+29.2% | $3,897-5.4% | $3,332+10.7% |
| Admin fee / account holder | $3,979 | $3,840+3.6% | $5,194-23.4% | $4,645-14.3% |