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 | $74,481 | $70,669+5.4% | $169,368-56.0% | $75,163-0.9% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 9.25% | 36.36%-27.1pp | 405.60%-396.3pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,746 | $2,211+24.2% | $4,013-31.6% | $2,670+2.9% |
| Participant deferral / active EE | $4,222 | $4,311-2.1% | $6,221-32.1% | $4,125+2.4% |
| Admin fee / account holder | $6,292 | $5,402+16.5% | $9,003-30.1% | $5,651+11.3% |