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 | $104,078 | $76,367+36.3% | $93,606+11.2% | $72,985+42.6% |
| Participation rate | 65.6% | 71.7%-6.1pp | 75.8%-10.2pp | 69.5%-3.9pp |
| Annual return | 14.34% | 25.82%-11.5pp | 32.76%-18.4pp | 81.00%-66.7pp |
| Employer contribution / active EE | $943 | $2,275-58.6% | $2,718-65.3% | $2,440-61.3% |
| Participant deferral / active EE | $2,082 | $3,538-41.2% | $4,069-48.8% | $3,607-42.3% |
| Admin fee / account holder | $8,981 | $6,838+31.3% | $7,888+13.9% | $5,124+75.3% |