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 6-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 | $75,453 | $148,534-49.2% | $135,903-44.5% | $139,434-45.9% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 11.82% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,378 | $5,243-73.7% | $4,856-71.6% | $4,751-71.0% |
| Participant deferral / active EE | $4,159 | $8,100-48.7% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $11,466 | $12,400-7.5% | $10,762+6.5% | $11,403+0.6% |