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 | $54,667 | $30,400+79.8% | $53,898+1.4% | $84,808-35.5% |
| Participation rate | 59.5% | 46.4%+13.1pp | 55.0%+4.6pp | 68.3%-8.8pp |
| Annual return | 12.90% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,421 | $603+135.8% | $932+52.5% | $2,631-46.0% |
| Participant deferral / active EE | $4,189 | $1,199+249.5% | $1,826+129.4% | $4,212-0.5% |
| Admin fee / account holder | $3,582 | $1,993+79.7% | $2,491+43.8% | $7,344-51.2% |