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 | $44,562 | $56,199-20.7% | $67,652-34.1% | $59,632-25.3% |
| Participation rate | 34.1% | 71.5%-37.4pp | 75.7%-41.6pp | 68.7%-34.6pp |
| Annual return | -5.55% | 18505.31%-18510.9pp | 6625.04%-6630.6pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $644 | $1,614-60.1% | $2,266-71.6% | $2,203-70.8% |
| Participant deferral / active EE | $2,976 | $2,844+4.7% | $3,560-16.4% | $3,192-6.8% |
| Admin fee / account holder | $2,069 | $3,958-47.7% | $4,821-57.1% | $4,297-51.8% |