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 | $49,599 | $70,428-29.6% | $96,562-48.6% | $85,850-42.2% |
| Participation rate | 52.2% | 61.8%-9.6pp | 69.8%-17.6pp | 69.3%-17.1pp |
| Annual return | 10.73% | 18.59%-7.9pp | 37.78%-27.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $309 | $1,413-78.1% | $2,356-86.9% | $2,565-87.9% |
| Participant deferral / active EE | $1,513 | $2,894-47.7% | $3,849-60.7% | $3,952-61.7% |
| Admin fee / account holder | $5,242 | $4,997+4.9% | $6,181-15.2% | $6,260-16.3% |