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 9-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 | $49,059 | $58,208-15.7% | $81,812-40.0% | $80,856-39.3% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 8.49% | 41.66%-33.2pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,317 | $2,340-43.7% | $2,912-54.8% | $2,755-52.2% |
| Participant deferral / active EE | $2,812 | $3,281-14.3% | $4,319-34.9% | $4,296-34.5% |
| Admin fee / account holder | $6,654 | $4,981+33.6% | $7,386-9.9% | $6,918-3.8% |