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 9-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 | $92,673 | $148,534-37.6% | $135,903-31.8% | $139,434-33.5% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 9.79% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,898 | $5,243-44.7% | $4,856-40.3% | $4,751-39.0% |
| Participant deferral / active EE | $6,879 | $8,100-15.1% | $7,758-11.3% | $6,710+2.5% |
| Admin fee / account holder | $916 | $12,400-92.6% | $10,762-91.5% | $11,403-92.0% |