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 | $32,277 | $91,538-64.7% | $129,995-75.2% | $75,163-57.1% |
| Participation rate | 28.6% | 71.4%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 12.34% | -631.11%+643.5pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $876 | $2,845-69.2% | $4,320-79.7% | $2,670-67.2% |
| Participant deferral / active EE | $3,511 | $4,341-19.1% | $5,820-39.7% | $4,125-14.9% |
| Admin fee / account holder | $739 | $6,790-89.1% | $10,614-93.0% | $5,651-86.9% |