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 3-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 | $18,916 | $159,901-88.2% | $146,958-87.1% | $145,922-87.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.72% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,875 | $5,286-64.5% | $4,933-62.0% | $4,660-59.8% |
| Participant deferral / active EE | $6,951 | $8,428-17.5% | $8,070-13.9% | $6,688+3.9% |
| Admin fee / account holder | $1,213 | $15,044-91.9% | $12,998-90.7% | $13,397-90.9% |