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 | $70,133 | $56,897+23.3% | $84,750-17.2% | $62,891+11.5% |
| Participation rate | 30.3% | 68.5%-38.2pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 2.89% | 6.30%-3.4pp | 22.78%-19.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $694 | $2,400-71.1% | $3,574-80.6% | $2,281-69.6% |
| Participant deferral / active EE | $1,834 | $2,709-32.3% | $3,712-50.6% | $3,203-42.8% |
| Admin fee / account holder | $3,454 | $3,581-3.5% | $5,332-35.2% | $4,296-19.6% |