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 6-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 | $120,624 | $80,673+49.5% | $101,326+19.0% | $84,808+42.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | -3.02% | 38.95%-42.0pp | 36.82%-39.8pp | 40.90%-43.9pp |
| Employer contribution / active EE | $2,000 | $2,698-25.9% | $3,665-45.4% | $2,631-24.0% |
| Participant deferral / active EE | $3,787 | $6,840-44.6% | $7,994-52.6% | $4,212-10.1% |
| Admin fee / account holder | $9,501 | $12,784-25.7% | $11,185-15.1% | $7,344+29.4% |