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 | $91,834 | $56,317+63.1% | $71,209+29.0% | $74,304+23.6% |
| Participation rate | 21.0% | 55.1%-34.1pp | 73.8%-52.7pp | 60.3%-39.3pp |
| Annual return | 12.42% | 42.83%-30.4pp | 282.51%-270.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,136 | $2,160-47.4% | $2,721-58.2% | $2,241-49.3% |
| Participant deferral / active EE | $1,005 | $2,788-63.9% | $4,175-75.9% | $3,767-73.3% |
| Admin fee / account holder | $993 | $2,290-56.6% | $5,349-81.4% | $2,969-66.5% |