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 | $133,051 | $60,124+121.3% | $90,404+47.2% | $79,858+66.6% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 8.12% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,026 | $2,068-50.4% | $3,262-68.5% | $2,471-58.5% |
| Participant deferral / active EE | $3,734 | $2,938+27.1% | $3,963-5.8% | $3,740-0.2% |
| Admin fee / account holder | $20,929 | $3,976+426.3% | $5,611+273.0% | $5,306+294.4% |