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 | $54,619 | $115,770-52.8% | $101,248-46.1% | $158,922-65.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 5.54% | 56.14%-50.6pp | 46.47%-40.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $885 | $4,175-78.8% | $3,660-75.8% | $4,761-81.4% |
| Participant deferral / active EE | $2,043 | $4,957-58.8% | $4,370-53.3% | $5,982-65.8% |
| Admin fee / account holder | $6,390 | $7,245-11.8% | $5,945+7.5% | $11,246-43.2% |