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 | $172,417 | $142,344+21.1% | $119,609+44.2% | $134,475+28.2% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.1pp | 81.2%-20.1pp |
| Annual return | -20.16% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,724 | $6,469+19.4% | $5,602+37.9% | $6,400+20.7% |
| Admin fee / account holder | $4,256 | $13,584-68.7% | $10,323-58.8% | $11,426-62.8% |