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 9-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 | $114,022 | $54,517+109.1% | $75,972+50.1% | $74,495+53.1% |
| Participation rate | 26.5% | 60.3%-33.8pp | 69.1%-42.6pp | 67.2%-40.7pp |
| Annual return | 8.96% | 31.82%-22.9pp | 359.55%-350.6pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $859 | $1,777-51.7% | $2,685-68.0% | $2,623-67.3% |
| Participant deferral / active EE | $2,325 | $3,066-24.2% | $4,255-45.4% | $4,346-46.5% |
| Admin fee / account holder | $19,093 | $2,229+756.7% | $6,467+195.3% | $1,942+883.3% |