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 | $75,101 | $48,230+55.7% | $67,502+11.3% | $80,856-7.1% |
| Participation rate | 59.0% | 66.4%-7.4pp | 72.9%-13.9pp | 67.6%-8.7pp |
| Annual return | 9.04% | 18.28%-9.2pp | 3512.12%-3503.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,531 | $2,020+25.3% | $2,731-7.3% | $2,755-8.1% |
| Participant deferral / active EE | $1,287 | $2,924-56.0% | $4,000-67.8% | $4,296-70.0% |
| Admin fee / account holder | $12,541 | $3,681+240.7% | $3,998+213.7% | $6,918+81.3% |