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 | $101,191 | $64,839+56.1% | $95,585+5.9% | $84,808+19.3% |
| Participation rate | 48.3% | 63.8%-15.5pp | 72.1%-23.8pp | 68.3%-20.0pp |
| Annual return | 8.29% | -670.96%+679.2pp | 38.56%-30.3pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,874 | $1,759+6.5% | $2,527-25.8% | $2,631-28.8% |
| Participant deferral / active EE | $5,825 | $2,965+96.5% | $4,023+44.8% | $4,212+38.3% |
| Admin fee / account holder | $812 | $5,964-86.4% | $6,127-86.8% | $7,344-88.9% |