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 | $195,528 | $74,888+161.1% | $71,209+174.6% | $142,382+37.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 9.43% | 345.14%-335.7pp | 282.51%-273.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,518 | $2,854+23.2% | $2,721+29.3% | $4,299-18.2% |
| Participant deferral / active EE | $5,224 | $4,454+17.3% | $4,175+25.1% | $6,507-19.7% |
| Admin fee / account holder | $21,356 | $5,568+283.5% | $5,349+299.3% | $12,624+69.2% |