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 | $121,706 | $109,413+11.2% | $156,263-22.1% | $84,808+43.5% |
| Participation rate | 68.0% | 72.7%-4.7pp | 78.9%-10.9pp | 68.3%-0.3pp |
| Annual return | 6.71% | 20.18%-13.5pp | 59.47%-52.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,226 | $2,907-57.8% | $4,333-71.7% | $2,631-53.4% |
| Participant deferral / active EE | $4,402 | $4,590-4.1% | $6,158-28.5% | $4,212+4.5% |
| Admin fee / account holder | $29,186 | $9,357+211.9% | $14,255+104.7% | $7,344+297.4% |