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 | $99,870 | $48,265+106.9% | $68,791+45.2% | $68,494+45.8% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 67.9%-37.9pp |
| Annual return | -19.85% | -12.71%-7.1pp | -6.38%-13.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,654 | $1,829-9.6% | $2,655-37.7% | $2,596-36.3% |
| Participant deferral / active EE | $2,256 | $2,867-21.3% | $3,941-42.7% | $4,027-44.0% |
| Admin fee / account holder | $4,071 | $4,355-6.5% | $4,932-17.4% | $5,403-24.6% |