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 9-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 | $35,075 | $29,667+18.2% | $56,441-37.9% | $80,874-56.6% |
| Participation rate | 60.9% | 41.7%+19.2pp | 52.5%+8.4pp | 67.6%-6.8pp |
| Annual return | 7.79% | 35.22%-27.4pp | 1704.21%-1696.4pp | 35.62%-27.8pp |
| Employer contribution / active EE | $747 | $669+11.6% | $1,039-28.1% | $2,756-72.9% |
| Participant deferral / active EE | $2,373 | $1,227+93.4% | $1,953+21.5% | $4,297-44.8% |
| Admin fee / account holder | $575 | $2,429-76.3% | $2,829-79.7% | $6,935-91.7% |