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 | $125,490 | $92,985+35.0% | $153,432-18.2% | $80,874+55.2% |
| Participation rate | 57.9% | 69.0%-11.1pp | 77.1%-19.2pp | 67.6%-9.8pp |
| Annual return | 10.55% | 19.95%-9.4pp | 15.66%-5.1pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,414 | $3,507-59.7% | $5,038-71.9% | $2,756-48.7% |
| Participant deferral / active EE | $5,386 | $5,178+4.0% | $6,757-20.3% | $4,297+25.3% |
| Admin fee / account holder | $2,850 | $8,880-67.9% | $12,725-77.6% | $6,935-58.9% |