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 | $135,994 | $54,762+148.3% | $90,281+50.6% | $72,985+86.3% |
| Participation rate | 53.2% | 65.1%-11.9pp | 73.3%-20.0pp | 69.5%-16.3pp |
| Annual return | 15.82% | 30.63%-14.8pp | 78.10%-62.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,682 | $2,092-19.6% | $2,854-41.1% | $2,440-31.0% |
| Participant deferral / active EE | $3,243 | $2,887+12.3% | $3,885-16.5% | $3,607-10.1% |
| Admin fee / account holder | $5,662 | $3,972+42.5% | $5,351+5.8% | $5,124+10.5% |