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 8-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 | $21,665 | $54,350-60.1% | $82,719-73.8% | $68,494-68.4% |
| Participation rate | 57.8% | 63.9%-6.1pp | 72.6%-14.8pp | 67.9%-10.1pp |
| Annual return | -22.14% | -13.67%-8.5pp | 701.18%-723.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $6,105 | $2,218+175.2% | $3,009+102.9% | $2,596+135.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $861 | $4,395-80.4% | $5,329-83.8% | $5,403-84.1% |