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 5-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 | $28,110 | $132,634-78.8% | $115,768-75.7% | $137,256-79.5% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.4%-5.2pp | 80.0%-10.7pp |
| Annual return | 3.68% | 160.70%-157.0pp | 100.46%-96.8pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,808 | $3,360-46.2% | $2,940-38.5% | $4,156-56.5% |
| Participant deferral / active EE | $2,692 | $5,619-52.1% | $4,917-45.3% | $6,407-58.0% |
| Admin fee / account holder | $1,016 | $15,028-93.2% | $12,439-91.8% | $12,270-91.7% |