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 3-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 | $73,814 | $85,022-13.2% | $70,515+4.7% | $139,434-47.1% |
| Participation rate | 28.6% | 73.9%-45.3pp | 68.3%-39.8pp | 80.3%-51.7pp |
| Annual return | 7.34% | 30.38%-23.0pp | 32.77%-25.4pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,107 | $3,909-71.7% | $2,973-62.8% | $4,751-76.7% |
| Participant deferral / active EE | $2,459 | $5,890-58.3% | $4,567-46.2% | $6,710-63.4% |
| Admin fee / account holder | $429 | $8,906-95.2% | $6,412-93.3% | $11,403-96.2% |