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 | $144,281 | $133,958+7.7% | $112,228+28.6% | $134,475+7.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.77% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $904 | $4,038-77.6% | $3,635-75.1% | $4,740-80.9% |
| Participant deferral / active EE | $5,200 | $5,291-1.7% | $4,728+10.0% | $6,400-18.7% |
| Admin fee / account holder | $1,376 | $7,489-81.6% | $6,410-78.5% | $11,426-88.0% |