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 | $65,964 | $60,892+8.3% | $82,389-19.9% | $84,808-22.2% |
| Participation rate | 63.2% | 63.3%-0.1pp | 69.5%-6.4pp | 68.3%-5.2pp |
| Annual return | 13.02% | 37.29%-24.3pp | 28.67%-15.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,740 | $1,779-2.2% | $2,517-30.9% | $2,631-33.9% |
| Participant deferral / active EE | $4,448 | $3,179+39.9% | $4,155+7.1% | $4,212+5.6% |
| Admin fee / account holder | $23,817 | $5,467+335.6% | $7,231+229.4% | $7,344+224.3% |