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 | $7,217 | $31,310-77.0% | $53,898-86.6% | $74,304-90.3% |
| Participation rate | 14.9% | 30.7%-15.7pp | 55.0%-40.0pp | 60.3%-45.4pp |
| Annual return | 14.14% | 23.16%-9.0pp | 528.60%-514.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $146 | $450-67.6% | $932-84.4% | $2,241-93.5% |
| Participant deferral / active EE | $285 | $934-69.5% | $1,826-84.4% | $3,767-92.4% |
| Admin fee / account holder | $856 | $2,175-60.7% | $2,491-65.7% | $2,969-71.2% |