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 | $26,692 | $43,723-39.0% | $121,196-78.0% | $64,186-58.4% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.7%-31.7pp | 69.6%-29.6pp |
| Annual return | -8.74% | 68.91%-77.6pp | 16.93%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $997 | $1,296-23.1% | $4,022-75.2% | $2,381-58.1% |
| Participant deferral / active EE | $1,994 | $2,280-12.6% | $3,344-40.4% | $3,470-42.5% |
| Admin fee / account holder | $319 | $3,501-90.9% | $5,019-93.6% | $4,888-93.5% |