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 | $45,442 | $57,354-20.8% | $83,848-45.8% | $64,186-29.2% |
| Participation rate | 54.1% | 68.6%-14.6pp | 76.1%-22.1pp | 69.6%-15.5pp |
| Annual return | -9.09% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,019 | $2,545-20.7% | $3,631-44.4% | $2,381-15.2% |
| Participant deferral / active EE | $3,640 | $2,993+21.6% | $4,082-10.8% | $3,470+4.9% |
| Admin fee / account holder | $4,209 | $4,046+4.0% | $5,478-23.2% | $4,888-13.9% |