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 | $218,702 | $82,286+165.8% | $68,791+217.9% | $134,475+62.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -21.54% | -2.19%-19.3pp | -6.38%-15.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $751 | $3,301-77.3% | $2,655-71.7% | $4,740-84.2% |
| Participant deferral / active EE | $2,376 | $4,739-49.9% | $3,941-39.7% | $6,400-62.9% |
| Admin fee / account holder | $9,073 | $6,481+40.0% | $4,932+84.0% | $11,426-20.6% |