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 | $35,314 | $50,958-30.7% | $74,550-52.6% | $64,186-45.0% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | -14.22% | -1.86%-12.4pp | 32.53%-46.8pp | 7.63%-21.9pp |
| Employer contribution / active EE | $3,056 | $1,115+174.0% | $1,961+55.8% | $2,381+28.4% |
| Participant deferral / active EE | $2,505 | $2,301+8.8% | $3,108-19.4% | $3,470-27.8% |
| Admin fee / account holder | $956 | $4,223-77.4% | $5,060-81.1% | $4,888-80.4% |