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 | $25,761 | $49,227-47.7% | $70,449-63.4% | $79,858-67.7% |
| Participation rate | 43.8% | 69.2%-25.4pp | 75.1%-31.3pp | 69.6%-25.9pp |
| Annual return | 5.90% | 30.06%-24.2pp | 109.03%-103.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $833 | $2,099-60.3% | $2,737-69.5% | $2,471-66.3% |
| Participant deferral / active EE | $3,618 | $2,768+30.7% | $3,709-2.4% | $3,740-3.3% |
| Admin fee / account holder | $3,524 | $2,878+22.5% | $3,845-8.3% | $5,306-33.6% |