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 | $83,256 | $41,078+102.7% | $80,569+3.3% | $71,457+16.5% |
| Participation rate | 20.5% | 50.2%-29.7pp | 67.0%-46.5pp | 67.9%-47.4pp |
| Annual return | 13.05% | 38.45%-25.4pp | 935.43%-922.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,008 | $1,506-33.0% | $2,723-63.0% | $2,588-61.0% |
| Participant deferral / active EE | $1,250 | $2,699-53.7% | $4,447-71.9% | $4,289-70.8% |
| Admin fee / account holder | $1,507 | $1,840-18.1% | $5,377-72.0% | $1,587-5.1% |