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 | $129,936 | $67,331+93.0% | $60,874+113.5% | $134,475-3.4% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.1%-18.1pp | 81.2%-26.2pp |
| Annual return | -26.63% | 49.93%-76.6pp | 16.90%-43.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,359 | $4,538+18.1% | $3,817+40.4% | $6,400-16.3% |
| Admin fee / account holder | $13,189 | $4,582+187.8% | $3,224+309.1% | $11,426+15.4% |