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 | $84,287 | $65,561+28.6% | $86,188-2.2% | $75,163+12.1% |
| Participation rate | 34.3% | 60.5%-26.2pp | 69.0%-34.7pp | 67.2%-32.9pp |
| Annual return | 11.25% | 46.05%-34.8pp | 1168.45%-1157.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $411 | $1,553-73.5% | $2,380-82.7% | $2,670-84.6% |
| Participant deferral / active EE | $1,277 | $3,024-57.8% | $3,985-67.9% | $4,125-69.0% |
| Admin fee / account holder | $421 | $5,474-92.3% | $6,852-93.9% | $5,651-92.6% |