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 | $129,270 | $81,900+57.8% | $119,609+8.1% | $68,494+88.7% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -29.53% | -23.82%-5.7pp | -14.97%-14.6pp | -7.84%-21.7pp |
| Employer contribution / active EE | $3,007 | $2,693+11.6% | $4,232-28.9% | $2,596+15.8% |
| Participant deferral / active EE | $6,104 | $4,148+47.2% | $5,602+9.0% | $4,027+51.6% |
| Admin fee / account holder | $2,622 | $6,582-60.2% | $10,323-74.6% | $5,403-51.5% |