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 | $94,768 | $94,625+0.2% | $116,228-18.5% | $84,808+11.7% |
| Participation rate | 59.7% | 70.4%-10.7pp | 74.6%-14.9pp | 68.3%-8.6pp |
| Annual return | 12.10% | 20.40%-8.3pp | 90.06%-78.0pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,531 | $2,347-34.7% | $2,994-48.9% | $2,631-41.8% |
| Participant deferral / active EE | $2,506 | $3,972-36.9% | $4,953-49.4% | $4,212-40.5% |
| Admin fee / account holder | $14,933 | $10,091+48.0% | $11,989+24.6% | $7,344+103.3% |