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 | $69,720 | $86,929-19.8% | $102,423-31.9% | $80,856-13.8% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.2pp |
| Annual return | 9.06% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,832 | $2,369-22.7% | $3,023-39.4% | $2,755-33.5% |
| Participant deferral / active EE | $3,353 | $4,118-18.6% | $5,053-33.7% | $4,296-22.0% |
| Admin fee / account holder | $828 | $8,049-89.7% | $9,451-91.2% | $6,918-88.0% |