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 | $38,325 | $53,596-28.5% | $90,645-57.7% | $64,186-40.3% |
| Participation rate | 61.5% | 64.5%-3.0pp | 74.0%-12.5pp | 69.6%-8.0pp |
| Annual return | -10.28% | 4.41%-14.7pp | 1.88%-12.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,552 | $1,503+3.2% | $2,532-38.7% | $2,381-34.8% |
| Participant deferral / active EE | $2,867 | $2,459+16.6% | $3,425-16.3% | $3,470-17.4% |
| Admin fee / account holder | $3,635 | $3,868-6.0% | $4,994-27.2% | $4,888-25.6% |