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 | $8,944 | $27,641-67.6% | $61,373-85.4% | $68,494-86.9% |
| Participation rate | 21.5% | 39.5%-18.0pp | 52.6%-31.1pp | 67.9%-46.4pp |
| Annual return | -47.51% | -13.24%-34.3pp | 338.61%-386.1pp | -7.84%-39.7pp |
| Employer contribution / active EE | $693 | $695-0.4% | $1,159-40.3% | $2,596-73.3% |
| Participant deferral / active EE | $1,629 | $1,263+29.0% | $2,125-23.3% | $4,027-59.6% |
| Admin fee / account holder | $303 | $2,010-84.9% | $2,130-85.8% | $5,403-94.4% |