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 | $47,576 | $49,173-3.2% | $121,098-60.7% | $75,163-36.7% |
| Participation rate | 56.6% | 55.4%+1.2pp | 69.5%-12.9pp | 67.2%-10.6pp |
| Annual return | 9.97% | 55.99%-46.0pp | 985.75%-975.8pp | 160.62%-150.6pp |
| Employer contribution / active EE | $913 | $1,546-40.9% | $4,164-78.1% | $2,670-65.8% |
| Participant deferral / active EE | $2,488 | $2,628-5.3% | $4,080-39.0% | $4,125-39.7% |
| Admin fee / account holder | $4,159 | $3,942+5.5% | $5,644-26.3% | $5,651-26.4% |