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 | $99,820 | $87,166+14.5% | $76,735+30.1% | $137,256-27.3% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 10.49% | 26.50%-16.0pp | 29.77%-19.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,355 | $2,904-53.3% | $2,454-44.8% | $4,156-67.4% |
| Participant deferral / active EE | $2,651 | $4,726-43.9% | $4,088-35.1% | $6,407-58.6% |
| Admin fee / account holder | $8,635 | $8,403+2.8% | $7,189+20.1% | $12,270-29.6% |