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 | $183,112 | $112,096+63.4% | $95,952+90.8% | $158,922+15.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | -0.16% | 171.09%-171.3pp | 91.61%-91.8pp | 302.83%-303.0pp |
| Employer contribution / active EE | $1,252 | $3,198-60.8% | $2,541-50.7% | $4,761-73.7% |
| Participant deferral / active EE | $3,176 | $4,784-33.6% | $4,167-23.8% | $5,982-46.9% |
| Admin fee / account holder | $1,600 | $10,130-84.2% | $6,795-76.5% | $11,246-85.8% |