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 | $41,850 | $52,279-19.9% | $89,391-53.2% | $79,858-47.6% |
| Participation rate | 48.3% | 57.5%-9.3pp | 68.0%-19.7pp | 69.6%-21.4pp |
| Annual return | 5.37% | 22.16%-16.8pp | 245.62%-240.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,131 | $1,572-28.1% | $2,586-56.3% | $2,471-54.2% |
| Participant deferral / active EE | $3,178 | $2,740+16.0% | $3,890-18.3% | $3,740-15.0% |
| Admin fee / account holder | $3,450 | $3,356+2.8% | $4,881-29.3% | $5,306-35.0% |