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 | $150,824 | $99,985+50.8% | $146,665+2.8% | $85,850+75.7% |
| Participation rate | 44.8% | 73.1%-28.2pp | 80.1%-35.2pp | 69.3%-24.5pp |
| Annual return | 10.56% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,068 | $2,559-58.3% | $4,136-74.2% | $2,565-58.4% |
| Participant deferral / active EE | $2,360 | $4,006-41.1% | $5,506-57.1% | $3,952-40.3% |
| Admin fee / account holder | $4,173 | $7,702-45.8% | $10,280-59.4% | $6,260-33.3% |