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 | $54,348 | $109,881-50.5% | $150,045-63.8% | $84,808-35.9% |
| Participation rate | 59.0% | 76.1%-17.1pp | 82.3%-23.3pp | 68.3%-9.3pp |
| Annual return | 9.46% | 28.25%-18.8pp | 62.55%-53.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,577 | $3,561-27.6% | $4,693-45.1% | $2,631-2.0% |
| Participant deferral / active EE | $5,949 | $6,636-10.4% | $7,997-25.6% | $4,212+41.2% |
| Admin fee / account holder | $36,988 | $8,568+331.7% | $13,435+175.3% | $7,344+403.7% |