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 7-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 | $56,370 | $49,922+12.9% | $80,569-30.0% | $75,163-25.0% |
| Participation rate | 13.3% | 55.3%-42.0pp | 67.0%-53.7pp | 67.2%-53.9pp |
| Annual return | 13.77% | 34.69%-20.9pp | 935.43%-921.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,019 | $2,990-65.9% | $4,447-77.1% | $4,125-75.3% |
| Admin fee / account holder | $940 | $3,577-73.7% | $5,377-82.5% | $5,651-83.4% |