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 8-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 | $69,716 | $88,581-21.3% | $145,661-52.1% | $74,304-6.2% |
| Participation rate | 30.6% | 64.9%-34.3pp | 77.2%-46.6pp | 60.3%-29.8pp |
| Annual return | 12.62% | 34.30%-21.7pp | 101.46%-88.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,102 | $2,612-57.8% | $4,238-74.0% | $2,241-50.8% |
| Participant deferral / active EE | $2,204 | $4,151-46.9% | $7,198-69.4% | $3,767-41.5% |
| Admin fee / account holder | $4,380 | $2,953+48.3% | $12,466-64.9% | $2,969+47.5% |