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 | $159,806 | $51,576+209.8% | $129,207+23.7% | $80,856+97.6% |
| Participation rate | 26.9% | 57.0%-30.1pp | 69.6%-42.7pp | 67.6%-40.8pp |
| Annual return | 10.48% | 20.81%-10.3pp | 9417.33%-9406.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $383 | $1,584-75.8% | $4,153-90.8% | $2,755-86.1% |
| Participant deferral / active EE | $3,093 | $2,669+15.9% | $4,168-25.8% | $4,296-28.0% |
| Admin fee / account holder | $1,603 | $4,305-62.8% | $7,715-79.2% | $6,918-76.8% |