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 | $10,388 | $73,867-85.9% | $143,757-92.8% | $68,494-84.8% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.2pp | 67.9%-9.8pp |
| Annual return | -22.00% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,578 | $3,184-50.4% | $4,951-68.1% | $2,596-39.2% |
| Participant deferral / active EE | $2,743 | $3,384-18.9% | $5,637-51.3% | $4,027-31.9% |
| Admin fee / account holder | $357 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |