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 7-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 | $26,588 | $59,805-55.5% | $79,550-66.6% | $68,494-61.2% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.5%-9.9pp | 67.9%-8.3pp |
| Annual return | -21.31% | -12.30%-9.0pp | 0.16%-21.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $849 | $1,505-43.6% | $2,413-64.8% | $2,596-67.3% |
| Participant deferral / active EE | $2,208 | $3,024-27.0% | $3,985-44.6% | $4,027-45.2% |
| Admin fee / account holder | $2,263 | $4,835-53.2% | $6,832-66.9% | $5,403-58.1% |