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 | $37,193 | $72,177-48.5% | $115,037-67.7% | $59,632-37.6% |
| Participation rate | 47.1% | 72.6%-25.5pp | 81.4%-34.3pp | 68.7%-21.6pp |
| Annual return | -4.61% | 12.02%-16.6pp | 26.14%-30.8pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,680 | $4,783-23.1% | $6,026-38.9% | $3,192+15.3% |
| Admin fee / account holder | $604 | $4,927-87.7% | $8,175-92.6% | $4,297-85.9% |