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 | $21,928 | $73,867-70.3% | $143,757-84.7% | $68,494-68.0% |
| Participation rate | 47.6% | 66.7%-19.0pp | 80.3%-32.7pp | 67.9%-20.3pp |
| Annual return | -21.81% | 1.01%-22.8pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,233 | $3,184-61.3% | $4,951-75.1% | $2,596-52.5% |
| Participant deferral / active EE | $1,552 | $3,384-54.1% | $5,637-72.5% | $4,027-61.5% |
| Admin fee / account holder | $1,205 | $5,755-79.1% | $14,673-91.8% | $5,403-77.7% |