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 | $65,493 | $106,749-38.6% | $145,433-55.0% | $82,448-20.6% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 10.25% | 27.59%-17.3pp | 66.58%-56.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,278 | $3,444-33.9% | $4,554-50.0% | $2,551-10.7% |
| Participant deferral / active EE | $5,081 | $6,519-22.1% | $7,897-35.7% | $4,139+22.8% |
| Admin fee / account holder | $3,636 | $8,390-56.7% | $13,129-72.3% | $7,234-49.7% |