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 | $30,167 | $30,400-0.8% | $53,898-44.0% | $84,808-64.4% |
| Participation rate | 31.7% | 46.4%-14.8pp | 55.0%-23.3pp | 68.3%-36.6pp |
| Annual return | 12.48% | 500.19%-487.7pp | 528.60%-516.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,647 | $1,199+37.4% | $1,826-9.8% | $4,212-60.9% |
| Admin fee / account holder | $1,150 | $1,993-42.3% | $2,491-53.8% | $7,344-84.3% |