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 | $35,033 | $64,324-45.5% | $118,925-70.5% | $79,858-56.1% |
| Participation rate | 59.2% | 64.9%-5.7pp | 75.4%-16.2pp | 69.6%-10.4pp |
| Annual return | 9.70% | 86.45%-76.7pp | 35.88%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $529 | $1,836-71.2% | $3,263-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $1,781 | $2,824-36.9% | $4,265-58.2% | $3,740-52.4% |
| Admin fee / account holder | $2,734 | $4,040-32.3% | $6,581-58.5% | $5,306-48.5% |