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 | $171,176 | $101,724+68.3% | $164,813+3.9% | $80,856+111.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 10.52% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $834 | $2,953-71.8% | $4,341-80.8% | $2,755-69.7% |
| Participant deferral / active EE | $4,063 | $4,477-9.3% | $6,031-32.6% | $4,296-5.4% |
| Admin fee / account holder | $802 | $8,227-90.2% | $12,690-93.7% | $6,918-88.4% |