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 5-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 | $27,884 | $111,814-75.1% | $93,654-70.2% | $145,959-80.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.77% | 203.30%-195.5pp | 133.34%-125.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $984 | $3,092-68.2% | $2,421-59.4% | $4,661-78.9% |
| Participant deferral / active EE | $6,519 | $4,914+32.6% | $4,413+47.7% | $6,689-2.5% |
| Admin fee / account holder | $3,847 | $10,246-62.5% | $8,282-53.6% | $13,398-71.3% |