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 | $150,166 | $102,966+45.8% | $90,281+66.3% | $152,861-1.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 8.09% | 95.16%-87.1pp | 78.10%-70.0pp | 345.32%-337.2pp |
| Employer contribution / active EE | $2,457 | $3,139-21.7% | $2,854-13.9% | $4,762-48.4% |
| Participant deferral / active EE | $2,585 | $4,281-39.6% | $3,885-33.5% | $5,850-55.8% |
| Admin fee / account holder | $4,807 | $6,171-22.1% | $5,351-10.2% | $11,596-58.5% |