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 9-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 | $21,701 | $40,256-46.1% | $57,343-62.2% | $59,632-63.6% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 68.7%-48.7pp |
| Annual return | -12.34% | 27.49%-39.8pp | 24.39%-36.7pp | 2041.28%-2053.6pp |
| Employer contribution / active EE | $375 | $1,922-80.5% | $2,689-86.0% | $2,203-83.0% |
| Participant deferral / active EE | $1,303 | $2,399-45.7% | $3,162-58.8% | $3,192-59.2% |
| Admin fee / account holder | $2,025 | $2,818-28.1% | $3,356-39.7% | $4,297-52.9% |