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 | $33,089 | $34,308-3.6% | $74,701-55.7% | $72,985-54.7% |
| Participation rate | 55.6% | 42.4%+13.2pp | 54.5%+1.1pp | 69.5%-13.9pp |
| Annual return | 15.66% | 26.58%-10.9pp | 752.92%-737.3pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,292 | $692+86.7% | $1,084+19.2% | $2,440-47.1% |
| Participant deferral / active EE | $2,261 | $1,271+77.9% | $1,964+15.2% | $3,607-37.3% |
| Admin fee / account holder | $6,100 | $2,124+187.2% | $3,333+83.0% | $5,124+19.0% |