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 | $87,868 | $86,929+1.1% | $102,423-14.2% | $80,856+8.7% |
| Participation rate | 58.0% | 72.4%-14.4pp | 76.5%-18.5pp | 67.6%-9.7pp |
| Annual return | 7.82% | 18.88%-11.1pp | 29.32%-21.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,712 | $2,369-27.8% | $3,023-43.4% | $2,755-37.9% |
| Participant deferral / active EE | $3,274 | $4,118-20.5% | $5,053-35.2% | $4,296-23.8% |
| Admin fee / account holder | $37,533 | $8,049+366.3% | $9,451+297.1% | $6,918+442.5% |