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 | $15,533 | $48,076-67.7% | $78,689-80.3% | $62,891-75.3% |
| Participation rate | 40.3% | 65.2%-24.9pp | 73.6%-33.3pp | 69.3%-29.0pp |
| Annual return | 4.15% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $661 | $2,015-67.2% | $2,851-76.8% | $2,281-71.0% |
| Participant deferral / active EE | $1,103 | $2,588-57.4% | $3,517-68.6% | $3,203-65.6% |
| Admin fee / account holder | $7,231 | $3,207+125.5% | $4,510+60.3% | $4,296+68.3% |