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 | $106,485 | $106,5150% | $96,683+10.1% | $139,434-23.6% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 9.13% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,980 | $4,103-51.7% | $3,737-47.0% | $4,751-58.3% |
| Participant deferral / active EE | $5,347 | $5,454-2.0% | $4,878+9.6% | $6,710-20.3% |
| Admin fee / account holder | $38,555 | $7,877+389.5% | $6,730+472.9% | $11,403+238.1% |