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 | $194,323 | $89,753+116.5% | $107,525+80.7% | $84,808+129.1% |
| Participation rate | 63.4% | 68.1%-4.6pp | 75.1%-11.7pp | 68.3%-4.9pp |
| Annual return | 11.60% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,389 | $3,113-55.4% | $3,754-63.0% | $2,631-47.2% |
| Participant deferral / active EE | $5,078 | $4,056+25.2% | $5,116-0.7% | $4,212+20.6% |
| Admin fee / account holder | $7,571 | $7,222+4.8% | $8,919-15.1% | $7,344+3.1% |