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 | $104,880 | $114,047-8.0% | $96,139+9.1% | $167,490-37.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 6.85% | 189.88%-183.0pp | 191.94%-185.1pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,243 | $3,427-63.7% | $2,797-55.5% | $4,837-74.3% |
| Participant deferral / active EE | $3,283 | $5,194-36.8% | $4,349-24.5% | $6,341-48.2% |
| Admin fee / account holder | $4,585 | $6,897-33.5% | $5,537-17.2% | $12,309-62.7% |