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 | $27,870 | $56,484-50.7% | $169,463-83.6% | $64,186-56.6% |
| Participation rate | 13.5% | 64.5%-51.1pp | 77.8%-64.3pp | 69.6%-56.1pp |
| Annual return | -14.35% | -1.55%-12.8pp | 1.83%-16.2pp | 7.63%-22.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,863 | $3,448-46.0% | $5,277-64.7% | $3,470-46.3% |
| Admin fee / account holder | $3,895 | $4,174-6.7% | $9,109-57.2% | $4,888-20.3% |