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 | $155,369 | $72,492+114.3% | $87,100+78.4% | $72,985+112.9% |
| Participation rate | 35.0% | 72.8%-37.8pp | 76.9%-41.9pp | 69.5%-34.5pp |
| Annual return | 10.76% | 24.46%-13.7pp | 28.19%-17.4pp | 81.00%-70.2pp |
| Employer contribution / active EE | $1,068 | $1,894-43.6% | $2,521-57.7% | $2,440-56.2% |
| Participant deferral / active EE | $1,620 | $3,270-50.5% | $4,049-60.0% | $3,607-55.1% |
| Admin fee / account holder | $12,416 | $5,055+145.6% | $7,497+65.6% | $5,124+142.3% |