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 7-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 | $84,753 | $111,724-24.1% | $93,606-9.5% | $145,922-41.9% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 7.74% | 202.98%-195.2pp | 133.20%-125.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,809 | $3,090-41.4% | $2,420-25.2% | $4,660-61.2% |
| Participant deferral / active EE | $3,105 | $4,912-36.8% | $4,411-29.6% | $6,688-53.6% |
| Admin fee / account holder | $1,207 | $10,250-88.2% | $8,285-85.4% | $13,397-91.0% |