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 | $38,996 | $49,173-20.7% | $121,098-67.8% | $75,163-48.1% |
| Participation rate | 67.6% | 55.4%+12.3pp | 69.5%-1.8pp | 67.2%+0.5pp |
| Annual return | 12.53% | 55.99%-43.5pp | 985.75%-973.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $871 | $1,546-43.7% | $4,164-79.1% | $2,670-67.4% |
| Participant deferral / active EE | $2,016 | $2,628-23.3% | $4,080-50.6% | $4,125-51.1% |
| Admin fee / account holder | $2,870 | $3,942-27.2% | $5,644-49.1% | $5,651-49.2% |