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 8-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 | $62,028 | $81,900-24.3% | $119,609-48.1% | $68,494-9.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -19.44% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,985 | $2,693+10.8% | $4,232-29.5% | $2,596+15.0% |
| Participant deferral / active EE | $5,236 | $4,148+26.2% | $5,602-6.5% | $4,027+30.0% |
| Admin fee / account holder | $1,335 | $6,582-79.7% | $10,323-87.1% | $5,403-75.3% |