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 | $29,801 | $70,587-57.8% | $124,672-76.1% | $85,850-65.3% |
| Participation rate | 61.8% | 64.4%-2.6pp | 74.6%-12.8pp | 69.3%-7.5pp |
| Annual return | 9.14% | 20688.83%-20679.7pp | 5142.93%-5133.8pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,636 | $1,913-14.5% | $3,324-50.8% | $2,565-36.2% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,225 | $5,282-76.8% | $7,493-83.7% | $6,260-80.4% |