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 7-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 | $12,216 | $51,175-76.1% | $70,515-82.7% | $75,163-83.7% |
| Participation rate | 29.4% | 60.9%-31.5pp | 68.3%-38.9pp | 67.2%-37.8pp |
| Annual return | 11.39% | 30.02%-18.6pp | 32.77%-21.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $964 | $2,849-66.2% | $4,567-78.9% | $4,125-76.6% |
| Admin fee / account holder | $1,758 | $4,091-57.0% | $6,412-72.6% | $5,651-68.9% |