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 | $40,722 | $81,900-50.3% | $119,609-66.0% | $68,494-40.5% |
| Participation rate | 62.9% | 71.9%-9.0pp | 79.3%-16.4pp | 67.9%-5.0pp |
| Annual return | -23.57% | -23.82%+0.2pp | -14.97%-8.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,880 | $2,693-30.2% | $4,232-55.6% | $2,596-27.6% |
| Participant deferral / active EE | $3,525 | $4,148-15.0% | $5,602-37.1% | $4,027-12.5% |
| Admin fee / account holder | $4,344 | $6,582-34.0% | $10,323-57.9% | $5,403-19.6% |