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 | $52,567 | $81,625-35.6% | $167,512-68.6% | $74,304-29.3% |
| Participation rate | 50.4% | 60.0%-9.7pp | 77.1%-26.7pp | 60.3%-10.0pp |
| Annual return | 11.35% | 26.09%-14.7pp | 1615.79%-1604.4pp | 29.43%-18.1pp |
| Employer contribution / active EE | $967 | $2,010-51.9% | $3,882-75.1% | $2,241-56.9% |
| Participant deferral / active EE | $1,593 | $4,115-61.3% | $6,405-75.1% | $3,767-57.7% |
| Admin fee / account holder | $4,515 | $3,474+30.0% | $9,769-53.8% | $2,969+52.1% |