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 8-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 | $41,916 | $105,181-60.1% | $159,436-73.7% | $85,850-51.2% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.8%-31.1pp | 69.3%-17.6pp |
| Annual return | 10.81% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,357 | $3,318-59.1% | $4,829-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $3,350 | $5,945-43.7% | $7,352-54.4% | $3,952-15.2% |
| Admin fee / account holder | $512 | $6,933-92.6% | $10,799-95.3% | $6,260-91.8% |