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 | $22,652 | $77,813-70.9% | $123,544-81.7% | $64,186-64.7% |
| Participation rate | 64.9% | 74.7%-9.8pp | 82.3%-17.4pp | 69.6%-4.7pp |
| Annual return | -9.21% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,814 | $3,014-39.8% | $4,628-60.8% | $2,381-23.8% |
| Participant deferral / active EE | $3,278 | $5,240-37.4% | $6,426-49.0% | $3,470-5.5% |
| Admin fee / account holder | $1,060 | $5,519-80.8% | $9,284-88.6% | $4,888-78.3% |