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 | $95,637 | $127,065-24.7% | $113,168-15.5% | $142,382-32.8% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 9.92% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,156 | $3,442-37.4% | $2,975-27.5% | $4,299-49.8% |
| Participant deferral / active EE | $6,378 | $5,716+11.6% | $5,107+24.9% | $6,507-2.0% |
| Admin fee / account holder | $8,709 | $15,736-44.7% | $12,068-27.8% | $12,624-31.0% |