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 | $68,162 | $53,127+28.3% | $86,590-21.3% | $70,131-2.8% |
| Participation rate | 59.1% | 65.3%-6.2pp | 73.5%-14.5pp | 69.5%-10.5pp |
| Annual return | 9.78% | 27.66%-17.9pp | 964.84%-955.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,385 | $2,068-33.0% | $2,839-51.2% | $2,342-40.9% |
| Participant deferral / active EE | $2,887 | $2,696+7.1% | $3,609-20.0% | $3,332-13.3% |
| Admin fee / account holder | $15,951 | $3,585+344.9% | $4,906+225.2% | $4,645+243.4% |