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 | $48,345 | $77,813-37.9% | $123,544-60.9% | $64,186-24.7% |
| Participation rate | 54.3% | 74.7%-20.4pp | 82.3%-27.9pp | 69.6%-15.2pp |
| Annual return | -11.73% | 12.48%-24.2pp | 119.20%-130.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $2,176 | $3,014-27.8% | $4,628-53.0% | $2,381-8.6% |
| Participant deferral / active EE | $4,663 | $5,240-11.0% | $6,426-27.4% | $3,470+34.4% |
| Admin fee / account holder | $2,474 | $5,519-55.2% | $9,284-73.4% | $4,888-49.4% |