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 | $32,328 | $59,839-46.0% | $81,983-60.6% | $79,858-59.5% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.2%-13.7pp | 69.6%-14.1pp |
| Annual return | 7.83% | 17.56%-9.7pp | 41.31%-33.5pp | 31.71%-23.9pp |
| Employer contribution / active EE | $909 | $1,713-47.0% | $2,498-63.6% | $2,471-63.2% |
| Participant deferral / active EE | $1,882 | $2,695-30.2% | $3,722-49.4% | $3,740-49.7% |
| Admin fee / account holder | $406 | $4,287-90.5% | $5,664-92.8% | $5,306-92.3% |