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 4-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 | $14,631 | $57,016-74.3% | $84,966-82.8% | $80,856-81.9% |
| Participation rate | 18.1% | 56.3%-38.3pp | 67.5%-49.4pp | 67.6%-49.6pp |
| Annual return | -3.86% | 21.66%-25.5pp | 66.38%-70.2pp | 35.59%-39.5pp |
| Employer contribution / active EE | $322 | $1,798-82.1% | $2,727-88.2% | $2,755-88.3% |
| Participant deferral / active EE | $1,180 | $3,110-62.0% | $4,519-73.9% | $4,296-72.5% |
| Admin fee / account holder | $2,430 | $4,980-51.2% | $6,149-60.5% | $6,918-64.9% |