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 | $74,163 | $53,516+38.6% | $126,539-41.4% | $84,808-12.6% |
| Participation rate | 57.4% | 58.2%-0.8pp | 69.8%-12.4pp | 68.3%-10.9pp |
| Annual return | 12.45% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,660 | $1,535+73.3% | $3,674-27.6% | $2,631+1.1% |
| Participant deferral / active EE | $4,031 | $2,671+50.9% | $4,083-1.3% | $4,212-4.3% |
| Admin fee / account holder | $2,690 | $4,497-40.2% | $6,065-55.6% | $7,344-63.4% |