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 | $178,865 | $190,805-6.3% | $159,960+11.8% | $134,475+33.0% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.22% | 552.23%-573.5pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $5,986 | $4,995+19.8% | $4,226+41.7% | $4,740+26.3% |
| Participant deferral / active EE | $4,791 | $6,923-30.8% | $6,182-22.5% | $6,400-25.1% |
| Admin fee / account holder | $4,953 | $10,471-52.7% | $8,698-43.1% | $11,426-56.7% |