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 | $37,414 | $74,927-50.1% | $101,794-63.2% | $84,808-55.9% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.2%-7.6pp | 68.3%-6.8pp |
| Annual return | 6.49% | 18.70%-12.2pp | 30.53%-24.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $2,300 | $1,522+51.1% | $2,289+0.5% | $2,631-12.6% |
| Participant deferral / active EE | $3,912 | $3,099+26.2% | $4,084-4.2% | $4,212-7.1% |
| Admin fee / account holder | $10,437 | $6,514+60.2% | $8,777+18.9% | $7,344+42.1% |