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 | $143,331 | $89,753+59.7% | $107,525+33.3% | $84,808+69.0% |
| Participation rate | 34.5% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.8pp |
| Annual return | 11.79% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,075 | $3,113-65.5% | $3,754-71.4% | $2,631-59.1% |
| Participant deferral / active EE | $4,360 | $4,056+7.5% | $5,116-14.8% | $4,212+3.5% |
| Admin fee / account holder | $23,641 | $7,222+227.3% | $8,919+165.1% | $7,344+221.9% |