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 | $21,186 | $57,354-63.1% | $83,848-74.7% | $64,186-67.0% |
| Participation rate | 47.8% | 68.6%-20.8pp | 76.1%-28.3pp | 69.6%-21.7pp |
| Annual return | -11.02% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $795 | $2,545-68.8% | $3,631-78.1% | $2,381-66.6% |
| Participant deferral / active EE | $1,706 | $2,993-43.0% | $4,082-58.2% | $3,470-50.8% |
| Admin fee / account holder | $495 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |