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 | $199,169 | $175,202+13.7% | $149,673+33.1% | $139,434+42.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 9.99% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $3,242 | $5,474-40.8% | $4,818-32.7% | $4,751-31.8% |
| Participant deferral / active EE | $11,377 | $6,519+74.5% | $5,680+100.3% | $6,710+69.5% |
| Admin fee / account holder | $3,455 | $16,150-78.6% | $13,210-73.8% | $11,403-69.7% |