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 7-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 | $19,649 | $189,613-89.6% | $167,512-88.3% | $142,382-86.2% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 7.02% | 2024.68%-2017.7pp | 1615.79%-1608.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,298 | $4,349-70.2% | $3,882-66.6% | $4,299-69.8% |
| Participant deferral / active EE | $2,287 | $6,981-67.2% | $6,405-64.3% | $6,507-64.9% |
| Admin fee / account holder | $1,205 | $10,528-88.6% | $9,769-87.7% | $12,624-90.5% |