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 | $89,715 | $72,277+24.1% | $101,248-11.4% | $79,858+12.3% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 10.32% | 22.30%-12.0pp | 46.47%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,528 | $2,692-43.2% | $3,660-58.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,727 | $3,282-16.9% | $4,370-37.6% | $3,740-27.1% |
| Admin fee / account holder | $624 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |