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 | $166,050 | $138,044+20.3% | $125,339+32.5% | $134,475+23.5% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -23.44% | 750.33%-773.8pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $13,120 | $5,243+150.2% | $4,814+172.6% | $4,740+176.8% |
| Participant deferral / active EE | $51,210 | $7,799+556.6% | $7,446+587.7% | $6,400+700.2% |
| Admin fee / account holder | $6,329 | $11,571-45.3% | $10,010-36.8% | $11,426-44.6% |