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 | $142,351 | $49,922+185.1% | $80,569+76.7% | $75,163+89.4% |
| Participation rate | 37.9% | 55.3%-17.4pp | 67.0%-29.1pp | 67.2%-29.3pp |
| Annual return | 10.11% | 34.69%-24.6pp | 935.43%-925.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,647 | $1,698-3.0% | $2,723-39.5% | $2,670-38.3% |
| Participant deferral / active EE | $2,466 | $2,990-17.5% | $4,447-44.5% | $4,125-40.2% |
| Admin fee / account holder | $4,301 | $3,577+20.2% | $5,377-20.0% | $5,651-23.9% |