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 | $43,819 | $58,208-24.7% | $81,812-46.4% | $80,856-45.8% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.3%-18.5pp | 67.6%-13.8pp |
| Annual return | 10.10% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,108 | $2,340-9.9% | $2,912-27.6% | $2,755-23.5% |
| Participant deferral / active EE | $4,197 | $3,281+27.9% | $4,319-2.8% | $4,296-2.3% |
| Admin fee / account holder | $6,583 | $4,981+32.2% | $7,386-10.9% | $6,918-4.8% |