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 | $44,981 | $107,791-58.3% | $90,645-50.4% | $135,375-66.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -10.42% | -0.90%-9.5pp | 1.88%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,834 | $3,018-39.2% | $2,532-27.5% | $4,779-61.6% |
| Participant deferral / active EE | $3,589 | $3,872-7.3% | $3,425+4.8% | $5,609-36.0% |
| Admin fee / account holder | $326 | $5,930-94.5% | $4,994-93.5% | $10,827-97.0% |