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 | $53,819 | $34,308+56.9% | $74,701-28.0% | $72,985-26.3% |
| Participation rate | 42.9% | 42.4%+0.5pp | 54.5%-11.6pp | 69.5%-26.6pp |
| Annual return | 9.83% | 26.58%-16.7pp | 752.92%-743.1pp | 81.00%-71.2pp |
| Employer contribution / active EE | $276 | $692-60.1% | $1,084-74.5% | $2,440-88.7% |
| Participant deferral / active EE | $980 | $1,271-22.9% | $1,964-50.1% | $3,607-72.8% |
| Admin fee / account holder | $479 | $2,124-77.4% | $3,333-85.6% | $5,124-90.6% |