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 | $24,870 | $34,308-27.5% | $74,701-66.7% | $72,985-65.9% |
| Participation rate | 48.3% | 42.4%+5.9pp | 54.5%-6.2pp | 69.5%-21.2pp |
| Annual return | 11.78% | 26.58%-14.8pp | 752.92%-741.1pp | 81.00%-69.2pp |
| Employer contribution / active EE | $962 | $692+39.1% | $1,084-11.2% | $2,440-60.6% |
| Participant deferral / active EE | $2,191 | $1,271+72.3% | $1,964+11.6% | $3,607-39.3% |
| Admin fee / account holder | $974 | $2,124-54.1% | $3,333-70.8% | $5,124-81.0% |