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 | $60,432 | $88,751-31.9% | $81,812-26.1% | $145,922-58.6% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 6.23% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $817 | $3,083-73.5% | $2,912-71.9% | $4,660-82.5% |
| Participant deferral / active EE | $3,937 | $4,643-15.2% | $4,319-8.8% | $6,688-41.1% |
| Admin fee / account holder | $10,997 | $8,415+30.7% | $7,386+48.9% | $13,397-17.9% |