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 4-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 | $105,723 | $102,317+3.3% | $146,958-28.1% | $80,856+30.8% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 10.19% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,554 | $3,713-31.2% | $4,933-48.2% | $2,755-7.3% |
| Participant deferral / active EE | $4,680 | $6,644-29.6% | $8,070-42.0% | $4,296+9.0% |
| Admin fee / account holder | $5,819 | $7,941-26.7% | $12,998-55.2% | $6,918-15.9% |