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 | $161,212 | $87,870+83.5% | $113,168+42.5% | $74,304+117.0% |
| Participation rate | 67.7% | 70.7%-3.0pp | 76.6%-8.8pp | 60.3%+7.4pp |
| Annual return | 11.89% | 26.44%-14.6pp | 24.27%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,795 | $2,277-21.2% | $2,975-39.7% | $2,241-19.9% |
| Participant deferral / active EE | $5,344 | $4,241+26.0% | $5,107+4.6% | $3,767+41.8% |
| Admin fee / account holder | $14,353 | $3,368+326.1% | $12,068+18.9% | $2,969+383.4% |