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 | $229,952 | $60,892+277.6% | $82,389+179.1% | $84,808+171.1% |
| Participation rate | 62.0% | 63.3%-1.3pp | 69.5%-7.5pp | 68.3%-6.3pp |
| Annual return | 12.02% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,113 | $1,779+75.0% | $2,517+23.7% | $2,631+18.3% |
| Participant deferral / active EE | $5,550 | $3,179+74.6% | $4,155+33.6% | $4,212+31.8% |
| Admin fee / account holder | $5,039 | $5,467-7.8% | $7,231-30.3% | $7,344-31.4% |