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 | $44,051 | $57,354-23.2% | $83,848-47.5% | $64,186-31.4% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -9.35% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,025 | $2,545-20.5% | $3,631-44.2% | $2,381-15.0% |
| Participant deferral / active EE | $2,702 | $2,993-9.7% | $4,082-33.8% | $3,470-22.1% |
| Admin fee / account holder | $709 | $4,046-82.5% | $5,478-87.1% | $4,888-85.5% |