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 | $77,629 | $65,409+18.7% | $98,442-21.1% | $85,850-9.6% |
| Participation rate | 59.1% | 65.0%-5.9pp | 73.3%-14.2pp | 69.3%-10.2pp |
| Annual return | 11.28% | 21.76%-10.5pp | 1492.73%-1481.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $806 | $2,168-62.8% | $2,960-72.8% | $2,565-68.6% |
| Participant deferral / active EE | $3,235 | $3,166+2.2% | $4,276-24.4% | $3,952-18.1% |
| Admin fee / account holder | $9,318 | $4,593+102.9% | $5,949+56.6% | $6,260+48.8% |