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 | $43,958 | $102,317-57.0% | $146,958-70.1% | $80,856-45.6% |
| Participation rate | 55.9% | 75.8%-20.0pp | 82.2%-26.3pp | 67.6%-11.8pp |
| Annual return | 8.64% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,130 | $3,713-69.6% | $4,933-77.1% | $2,755-59.0% |
| Participant deferral / active EE | $3,663 | $6,644-44.9% | $8,070-54.6% | $4,296-14.7% |
| Admin fee / account holder | $4,339 | $7,941-45.4% | $12,998-66.6% | $6,918-37.3% |