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 4-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 | $35,129 | $74,888-53.1% | $71,209-50.7% | $142,382-75.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 12.82% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,940 | $2,854+38.0% | $2,721+44.8% | $4,299-8.3% |
| Participant deferral / active EE | $7,469 | $4,454+67.7% | $4,175+78.9% | $6,507+14.8% |
| Admin fee / account holder | $14,523 | $5,568+160.8% | $5,349+171.5% | $12,624+15.0% |