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 | $46,179 | $63,346-27.1% | $92,233-49.9% | $70,131-34.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 8.41% | 530.12%-521.7pp | 176.28%-167.9pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,357 | $2,471-45.1% | $3,679-63.1% | $2,342-42.1% |
| Participant deferral / active EE | $2,420 | $2,854-15.2% | $3,897-37.9% | $3,332-27.4% |
| Admin fee / account holder | $530 | $3,840-86.2% | $5,194-89.8% | $4,645-88.6% |