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 | $71,413 | $92,222-22.6% | $76,768-7.0% | $135,375-47.2% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -9.80% | 5.46%-15.3pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,020 | $3,216-68.3% | $2,485-58.9% | $4,779-78.6% |
| Participant deferral / active EE | $5,985 | $4,509+32.7% | $3,852+55.4% | $5,609+6.7% |
| Admin fee / account holder | $5,018 | $10,748-53.3% | $6,675-24.8% | $10,827-53.7% |