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 7-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 | $53,904 | $142,344-62.1% | $119,609-54.9% | $134,475-59.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.66% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,160 | $5,222-77.8% | $4,232-72.6% | $4,740-75.5% |
| Participant deferral / active EE | $8,901 | $6,469+37.6% | $5,602+58.9% | $6,400+39.1% |
| Admin fee / account holder | $507 | $13,584-96.3% | $10,323-95.1% | $11,426-95.6% |