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 | $16,892 | $67,331-74.9% | $60,874-72.3% | $134,475-87.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -22.14% | 49.93%-72.1pp | 16.90%-39.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $533 | $3,096-82.8% | $2,701-80.3% | $4,740-88.8% |
| Participant deferral / active EE | $4,207 | $4,538-7.3% | $3,817+10.2% | $6,400-34.3% |
| Admin fee / account holder | $4,484 | $4,582-2.1% | $3,224+39.1% | $11,426-60.8% |