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 | $185,764 | $60,892+205.1% | $82,389+125.5% | $84,808+119.0% |
| Participation rate | 69.2% | 63.3%+6.0pp | 69.5%-0.3pp | 68.3%+0.9pp |
| Annual return | 10.85% | 37.29%-26.4pp | 28.67%-17.8pp | 40.90%-30.0pp |
| Employer contribution / active EE | $3,542 | $1,779+99.0% | $2,517+40.7% | $2,631+34.6% |
| Participant deferral / active EE | $4,529 | $3,179+42.5% | $4,155+9.0% | $4,212+7.5% |
| Admin fee / account holder | $10,936 | $5,467+100.0% | $7,231+51.2% | $7,344+48.9% |