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 | $40,732 | $72,177-43.6% | $115,037-64.6% | $59,632-31.7% |
| Participation rate | 66.3% | 72.6%-6.3pp | 81.4%-15.1pp | 68.7%-2.4pp |
| Annual return | -4.60% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $1,516 | $2,841-46.6% | $4,608-67.1% | $2,203-31.2% |
| Participant deferral / active EE | $3,207 | $4,783-32.9% | $6,026-46.8% | $3,192+0.5% |
| Admin fee / account holder | $1,841 | $4,927-62.6% | $8,175-77.5% | $4,297-57.2% |