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 9-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 | $196,214 | $72,071+172.2% | $68,368+187.0% | $137,256+43.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 10.71% | 353.14%-342.4pp | 292.57%-281.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,024 | $2,788-63.3% | $2,649-61.3% | $4,156-75.4% |
| Participant deferral / active EE | $2,419 | $4,410-45.2% | $4,123-41.3% | $6,407-62.2% |
| Admin fee / account holder | $1,032 | $5,336-80.7% | $5,150-80.0% | $12,270-91.6% |