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 | $44,861 | $27,915+60.7% | $58,482-23.3% | $75,163-40.3% |
| Participation rate | 48.6% | 38.8%+9.8pp | 50.9%-2.2pp | 67.2%-18.5pp |
| Annual return | 12.85% | 44.20%-31.4pp | 4239.32%-4226.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $308 | $669-53.9% | $1,053-70.7% | $2,670-88.4% |
| Participant deferral / active EE | $2,008 | $1,201+67.1% | $1,924+4.4% | $4,125-51.3% |
| Admin fee / account holder | $2,484 | $1,726+44.0% | $2,516-1.3% | $5,651-56.0% |