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 | $41,587 | $53,127-21.7% | $86,590-52.0% | $70,131-40.7% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.6pp | 69.5%-0.6pp |
| Annual return | 11.03% | 27.66%-16.6pp | 964.84%-953.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,870 | $2,068-9.6% | $2,839-34.1% | $2,342-20.1% |
| Participant deferral / active EE | $2,284 | $2,696-15.3% | $3,609-36.7% | $3,332-31.5% |
| Admin fee / account holder | $479 | $3,585-86.7% | $4,906-90.2% | $4,645-89.7% |