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 | $154,251 | $124,281+24.1% | $109,143+41.3% | $167,490-7.9% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 7.63% | 26.04%-18.4pp | 25.75%-18.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,237 | $4,207-70.6% | $3,722-66.8% | $4,837-74.4% |
| Participant deferral / active EE | $5,517 | $5,255+5.0% | $4,653+18.6% | $6,341-13.0% |
| Admin fee / account holder | $42,631 | $7,970+434.9% | $6,752+531.4% | $12,309+246.3% |