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 | $158,328 | $70,587+124.3% | $124,672+27.0% | $85,850+84.4% |
| Participation rate | 38.7% | 64.4%-25.7pp | 74.6%-35.9pp | 69.3%-30.6pp |
| Annual return | 8.03% | 20688.83%-20680.8pp | 5142.93%-5134.9pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,340 | $1,913-30.0% | $3,324-59.7% | $2,565-47.7% |
| Participant deferral / active EE | $3,242 | $2,969+9.2% | $4,614-29.7% | $3,952-18.0% |
| Admin fee / account holder | $1,019 | $5,282-80.7% | $7,493-86.4% | $6,260-83.7% |