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 | $25,450 | $22,587+12.7% | $65,255-61.0% | $75,163-66.1% |
| Participation rate | 60.9% | 63.1%-2.2pp | 65.0%-4.1pp | 67.2%-6.3pp |
| Annual return | 12.31% | 71.03%-58.7pp | 47.35%-35.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,967 | $941+109.1% | $1,691+16.3% | $2,670-26.3% |
| Participant deferral / active EE | $3,695 | $1,695+118.0% | $2,831+30.5% | $4,125-10.4% |
| Admin fee / account holder | $7,729 | $1,876+312.1% | $4,112+88.0% | $5,651+36.8% |