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 6-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 | $23,912 | $69,010-65.3% | $159,960-85.1% | $68,494-65.1% |
| Participation rate | 37.5% | 65.4%-27.9pp | 78.0%-40.5pp | 67.9%-30.4pp |
| Annual return | -23.00% | -9.65%-13.3pp | 408.60%-431.6pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,215 | $2,213-45.1% | $4,226-71.2% | $2,596-53.2% |
| Participant deferral / active EE | $4,033 | $4,212-4.2% | $6,182-34.8% | $4,027+0.1% |
| Admin fee / account holder | $363 | $4,798-92.4% | $8,698-95.8% | $5,403-93.3% |