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 | $69,857 | $167,307-58.2% | $143,757-51.4% | $134,475-48.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -26.76% | 0.46%-27.2pp | -0.04%-26.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $2,303 | $5,619-59.0% | $4,951-53.5% | $4,740-51.4% |
| Participant deferral / active EE | $4,210 | $6,446-34.7% | $5,637-25.3% | $6,400-34.2% |
| Admin fee / account holder | $986 | $18,088-94.5% | $14,673-93.3% | $11,426-91.4% |