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 | $207,040 | $217,402-4.8% | $185,823+11.4% | $167,490+23.6% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 7.97% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,719 | $5,873-53.7% | $5,167-47.4% | $4,837-43.8% |
| Participant deferral / active EE | $7,921 | $6,356+24.6% | $5,568+42.3% | $6,341+24.9% |
| Admin fee / account holder | $1,538 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |