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 | $160,320 | $117,983+35.9% | $101,794+57.5% | $142,382+12.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 8.91% | 36.92%-28.0pp | 30.53%-21.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,195 | $2,773-56.9% | $2,289-47.8% | $4,299-72.2% |
| Participant deferral / active EE | $1,210 | $4,714-74.3% | $4,084-70.4% | $6,507-81.4% |
| Admin fee / account holder | $4,454 | $10,433-57.3% | $8,777-49.3% | $12,624-64.7% |