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 | $171,803 | $124,425+38.1% | $112,040+53.3% | $137,256+25.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 8.16% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,806 | $3,411-17.8% | $2,954-5.0% | $4,156-32.5% |
| Participant deferral / active EE | $5,609 | $5,718-1.9% | $5,098+10.0% | $6,407-12.5% |
| Admin fee / account holder | $1,102 | $15,207-92.8% | $12,098-90.9% | $12,270-91.0% |