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 | $97,256 | $105,998-8.2% | $92,233+5.4% | $147,584-34.1% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 8.90% | 50.05%-41.1pp | 176.28%-167.4pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,687 | $4,333-61.1% | $3,679-54.1% | $4,876-65.4% |
| Participant deferral / active EE | $3,504 | $4,478-21.7% | $3,897-10.1% | $5,439-35.6% |
| Admin fee / account holder | $7,163 | $6,332+13.1% | $5,194+37.9% | $10,885-34.2% |