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 | $65,953 | $31,310+110.6% | $53,898+22.4% | $74,304-11.2% |
| Participation rate | 5.2% | 30.7%-25.5pp | 55.0%-49.8pp | 60.3%-55.2pp |
| Annual return | 12.89% | 23.16%-10.3pp | 528.60%-515.7pp | 29.43%-16.5pp |
| Employer contribution / active EE | $62 | $450-86.3% | $932-93.4% | $2,241-97.2% |
| Participant deferral / active EE | $219 | $934-76.5% | $1,826-88.0% | $3,767-94.2% |
| Admin fee / account holder | $797 | $2,175-63.4% | $2,491-68.0% | $2,969-73.2% |