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 | $142,276 | $99,985+42.3% | $146,665-3.0% | $85,850+65.7% |
| Participation rate | 67.7% | 73.1%-5.3pp | 80.1%-12.3pp | 69.3%-1.6pp |
| Annual return | 10.59% | 18.93%-8.3pp | 22.74%-12.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,585 | $2,559-38.1% | $4,136-61.7% | $2,565-38.2% |
| Participant deferral / active EE | $2,909 | $4,006-27.4% | $5,506-47.2% | $3,952-26.4% |
| Admin fee / account holder | $2,221 | $7,702-71.2% | $10,280-78.4% | $6,260-64.5% |