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 | $208,345 | $106,515+95.6% | $96,683+115.5% | $139,434+49.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.13% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,646 | $4,103-35.5% | $3,737-29.2% | $4,751-44.3% |
| Participant deferral / active EE | $10,827 | $5,454+98.5% | $4,878+121.9% | $6,710+61.3% |
| Admin fee / account holder | $3,052 | $7,877-61.3% | $6,730-54.6% | $11,403-73.2% |