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 | $57,296 | $49,173+16.5% | $121,098-52.7% | $75,163-23.8% |
| Participation rate | 49.2% | 55.4%-6.2pp | 69.5%-20.3pp | 67.2%-18.0pp |
| Annual return | 11.73% | 55.99%-44.3pp | 985.75%-974.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,038 | $2,628-22.5% | $4,080-50.1% | $4,125-50.6% |
| Admin fee / account holder | $3,755 | $3,942-4.7% | $5,644-33.5% | $5,651-33.5% |