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 | $67,163 | $65,390+2.7% | $169,368-60.3% | $71,457-6.0% |
| Participation rate | 24.2% | 67.0%-42.8pp | 77.1%-52.9pp | 67.9%-43.7pp |
| Annual return | 13.89% | 21.31%-7.4pp | 405.60%-391.7pp | 28.85%-15.0pp |
| Employer contribution / active EE | $798 | $2,079-61.6% | $4,013-80.1% | $2,588-69.2% |
| Participant deferral / active EE | $1,981 | $4,367-54.6% | $6,221-68.2% | $4,289-53.8% |
| Admin fee / account holder | $8,363 | $1,324+531.5% | $9,003-7.1% | $1,587+426.9% |