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 | $81,050 | $81,900-1.0% | $119,609-32.2% | $68,494+18.3% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -19.54% | -23.82%+4.3pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,186 | $2,693-55.9% | $4,232-72.0% | $2,596-54.3% |
| Participant deferral / active EE | $4,927 | $4,148+18.8% | $5,602-12.0% | $4,027+22.4% |
| Admin fee / account holder | $958 | $6,582-85.4% | $10,323-90.7% | $5,403-82.3% |