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 | $178,438 | $63,346+181.7% | $92,233+93.5% | $70,131+154.4% |
| Participation rate | 47.8% | 68.7%-20.8pp | 76.5%-28.7pp | 69.5%-21.7pp |
| Annual return | 7.94% | 530.12%-522.2pp | 176.28%-168.3pp | 73.14%-65.2pp |
| Employer contribution / active EE | $605 | $2,471-75.5% | $3,679-83.5% | $2,342-74.2% |
| Participant deferral / active EE | $1,384 | $2,854-51.5% | $3,897-64.5% | $3,332-58.5% |
| Admin fee / account holder | $2,078 | $3,840-45.9% | $5,194-60.0% | $4,645-55.3% |