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 4-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 | $23,010 | $81,248-71.7% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.6%-32.6pp |
| Annual return | 7.88% | 33.31%-25.4pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $503 | $3,100-83.8% | $4,672-89.2% | $2,755-81.7% |
| Participant deferral / active EE | $1,445 | $3,452-58.1% | $5,626-74.3% | $4,296-66.4% |
| Admin fee / account holder | $7,235 | $7,997-9.5% | $15,912-54.5% | $6,918+4.6% |