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 | $28,006 | $24,730+13.2% | $66,042-57.6% | $84,808-67.0% |
| Participation rate | 36.6% | 68.1%-31.5pp | 67.5%-30.9pp | 68.3%-31.7pp |
| Annual return | 14.01% | 79.55%-65.5pp | 52.11%-38.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $783 | $857-8.6% | $1,579-50.4% | $2,631-70.2% |
| Participant deferral / active EE | $988 | $1,737-43.1% | $2,835-65.2% | $4,212-76.5% |
| Admin fee / account holder | $4,560 | $3,014+51.3% | $5,747-20.7% | $7,344-37.9% |