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 | $188,050 | $49,173+282.4% | $121,098+55.3% | $75,163+150.2% |
| Participation rate | 10.0% | 55.4%-45.4pp | 69.5%-59.5pp | 67.2%-57.2pp |
| Annual return | 11.58% | 55.99%-44.4pp | 985.75%-974.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,007 | $2,628-61.7% | $4,080-75.3% | $4,125-75.6% |
| Admin fee / account holder | $9,250 | $3,942+134.7% | $5,644+63.9% | $5,651+63.7% |