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 9-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 | $37,687 | $29,546+27.6% | $56,441-33.2% | $77,671-51.5% |
| Participation rate | 10.8% | 32.7%-21.9pp | 52.5%-41.7pp | 70.6%-59.8pp |
| Annual return | 8.75% | 19.01%-10.3pp | 1704.21%-1695.5pp | 31.21%-22.5pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $528 | $1,061-50.2% | $1,953-72.9% | $4,648-88.6% |
| Admin fee / account holder | $1,461 | $1,046+39.6% | $2,829-48.4% | $430+239.4% |