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 | $35,126 | $27,915+25.8% | $58,482-39.9% | $75,163-53.3% |
| Participation rate | 37.0% | 38.8%-1.8pp | 50.9%-13.8pp | 67.2%-30.2pp |
| Annual return | 9.65% | 44.20%-34.5pp | 4239.32%-4229.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,254 | $669+87.4% | $1,053+19.1% | $2,670-53.0% |
| Participant deferral / active EE | $1,831 | $1,201+52.4% | $1,924-4.8% | $4,125-55.6% |
| Admin fee / account holder | $1,270 | $1,726-26.4% | $2,516-49.5% | $5,651-77.5% |