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 | $36,814 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,514 | $3,137-51.8% | $4,818-68.6% | $2,670-43.3% |
| Participant deferral / active EE | $3,076 | $3,411-9.8% | $5,680-45.8% | $4,125-25.4% |
| Admin fee / account holder | $692 | $5,956-88.4% | $13,210-94.8% | $5,651-87.7% |