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 5-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 | $10,517 | $73,867-85.8% | $143,757-92.7% | $68,494-84.6% |
| Participation rate | 27.1% | 66.7%-39.6pp | 80.3%-53.2pp | 67.9%-40.8pp |
| Annual return | -20.30% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $544 | $3,184-82.9% | $4,951-89.0% | $2,596-79.1% |
| Participant deferral / active EE | $1,007 | $3,384-70.2% | $5,637-82.1% | $4,027-75.0% |
| Admin fee / account holder | $1,269 | $5,755-77.9% | $14,673-91.3% | $5,403-76.5% |