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 5-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 | $13,608 | $96,305-85.9% | $80,569-83.1% | $139,434-90.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.4pp | 80.3%-24.8pp |
| Annual return | 8.95% | 1350.08%-1341.1pp | 935.43%-926.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,279 | $5,232-56.4% | $4,447-48.8% | $6,710-66.0% |
| Admin fee / account holder | $659 | $6,599-90.0% | $5,377-87.7% | $11,403-94.2% |