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 | $26,605 | $56,317-52.8% | $71,209-62.6% | $74,304-64.2% |
| Participation rate | 43.2% | 55.1%-11.9pp | 73.8%-30.5pp | 60.3%-17.1pp |
| Annual return | 10.29% | 42.83%-32.5pp | 282.51%-272.2pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,253 | $2,160-42.0% | $2,721-54.0% | $2,241-44.1% |
| Participant deferral / active EE | $1,768 | $2,788-36.6% | $4,175-57.7% | $3,767-53.1% |
| Admin fee / account holder | $6,166 | $2,290+169.3% | $5,349+15.3% | $2,969+107.7% |