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 | $57,108 | $176,662-67.7% | $130,648-56.3% | $152,861-62.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 5.67% | 2692.24%-2686.6pp | 1708.96%-1703.3pp | 345.32%-339.7pp |
| Employer contribution / active EE | $3,398 | $5,742-40.8% | $4,092-17.0% | $4,762-28.6% |
| Participant deferral / active EE | $3,468 | $4,361-20.5% | $3,603-3.8% | $5,850-40.7% |
| Admin fee / account holder | $373 | $7,133-94.8% | $5,464-93.2% | $11,596-96.8% |