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 | $67,429 | $65,041+3.7% | $90,951-25.9% | $79,858-15.6% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.0%-8.0pp | 69.6%-8.7pp |
| Annual return | 6.08% | 30.45%-24.4pp | 134.60%-128.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,941 | $1,247+55.7% | $2,122-8.5% | $2,471-21.4% |
| Participant deferral / active EE | $4,554 | $2,512+81.3% | $3,373+35.0% | $3,740+21.8% |
| Admin fee / account holder | $1,162 | $4,536-74.4% | $5,959-80.5% | $5,306-78.1% |