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 7-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 | $83,365 | $91,190-8.6% | $178,490-53.3% | $79,858+4.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 9.50% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $399 | $3,256-87.8% | $5,011-92.0% | $2,471-83.9% |
| Participant deferral / active EE | $2,688 | $3,236-16.9% | $5,202-48.3% | $3,740-28.1% |
| Admin fee / account holder | $462 | $6,751-93.2% | $13,984-96.7% | $5,306-91.3% |