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 | $75,826 | $92,703-18.2% | $82,719-8.3% | $134,475-43.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -21.28% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,188 | $3,274-33.2% | $3,009-27.3% | $4,740-53.8% |
| Participant deferral / active EE | $6,004 | $4,802+25.0% | $4,395+36.6% | $6,400-6.2% |
| Admin fee / account holder | $374 | $5,983-93.8% | $5,329-93.0% | $11,426-96.7% |