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 | $116,345 | $96,635+20.4% | $86,612+34.3% | $139,434-16.6% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 9.86% | 106.41%-96.6pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $993 | $3,263-69.6% | $3,022-67.1% | $4,751-79.1% |
| Participant deferral / active EE | $6,797 | $4,836+40.5% | $4,438+53.2% | $6,710+1.3% |
| Admin fee / account holder | $494 | $6,408-92.3% | $5,614-91.2% | $11,403-95.7% |