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 | $143,981 | $88,672+62.4% | $105,223+36.8% | $82,448+74.6% |
| Participation rate | 42.1% | 67.9%-25.8pp | 75.0%-32.9pp | 68.1%-26.0pp |
| Annual return | 9.87% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,567 | $3,048-48.6% | $3,689-57.5% | $2,551-38.6% |
| Participant deferral / active EE | $2,289 | $4,036-43.3% | $5,072-54.9% | $4,139-44.7% |
| Admin fee / account holder | $2,425 | $7,146-66.1% | $8,859-72.6% | $7,234-66.5% |