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 | $66,867 | $52,406+27.6% | $129,207-48.2% | $74,495-10.2% |
| Participation rate | 33.6% | 53.8%-20.2pp | 69.6%-36.0pp | 67.2%-33.6pp |
| Annual return | 10.69% | 15.66%-5.0pp | 9417.33%-9406.6pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $770 | $1,531-49.7% | $4,153-81.5% | $2,623-70.6% |
| Participant deferral / active EE | $1,688 | $2,794-39.6% | $4,168-59.5% | $4,346-61.1% |
| Admin fee / account holder | $443 | $2,633-83.2% | $7,715-94.3% | $1,942-77.2% |