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 | $179,502 | $53,777+233.8% | $134,143+33.8% | $79,858+124.8% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 8.49% | 19.01%-10.5pp | 36.33%-27.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,802 | $1,321+187.7% | $3,704+2.6% | $2,471+53.9% |
| Participant deferral / active EE | $6,234 | $2,420+157.6% | $3,499+78.2% | $3,740+66.7% |
| Admin fee / account holder | $1,615 | $3,984-59.5% | $6,684-75.8% | $5,306-69.6% |