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 | $31,394 | $82,664-62.0% | $125,339-75.0% | $68,494-54.2% |
| Participation rate | 60.3% | 75.0%-14.7pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -25.39% | -5.97%-19.4pp | 572.05%-597.4pp | -7.84%-17.5pp |
| Employer contribution / active EE | $977 | $3,381-71.1% | $4,814-79.7% | $2,596-62.4% |
| Participant deferral / active EE | $6,122 | $6,110+0.2% | $7,446-17.8% | $4,027+52.0% |
| Admin fee / account holder | $766 | $6,275-87.8% | $10,010-92.3% | $5,403-85.8% |