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 | $120,115 | $106,749+12.5% | $145,433-17.4% | $82,448+45.7% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 11.66% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,533 | $3,444+2.6% | $4,554-22.4% | $2,551+38.5% |
| Participant deferral / active EE | $8,155 | $6,519+25.1% | $7,897+3.3% | $4,139+97.0% |
| Admin fee / account holder | $4,735 | $8,390-43.6% | $13,129-63.9% | $7,234-34.5% |