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 | $71,550 | $108,912-34.3% | $100,383-28.7% | $145,959-51.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 8.80% | 57.96%-49.2pp | 49.26%-40.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,568 | $4,423-41.9% | $3,944-34.9% | $4,661-44.9% |
| Participant deferral / active EE | $3,854 | $8,451-54.4% | $8,086-52.3% | $6,689-42.4% |
| Admin fee / account holder | $7,910 | $9,690-18.4% | $7,900+0.1% | $13,398-41.0% |