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 | $119,486 | $81,208+47.1% | $98,907+20.8% | $79,858+49.6% |
| Participation rate | 35.0% | 72.5%-37.5pp | 76.0%-41.0pp | 69.6%-34.6pp |
| Annual return | 8.21% | 60.99%-52.8pp | 196.43%-188.2pp | 31.71%-23.5pp |
| Employer contribution / active EE | $796 | $1,960-59.4% | $2,689-70.4% | $2,471-67.8% |
| Participant deferral / active EE | $2,646 | $3,265-19.0% | $4,244-37.7% | $3,740-29.3% |
| Admin fee / account holder | $7,882 | $6,013+31.1% | $6,642+18.7% | $5,306+48.5% |