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 | $95,229 | $135,635-29.8% | $110,238-13.6% | $135,375-29.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -10.36% | 513.19%-523.5pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,805 | $4,906-63.2% | $3,826-52.8% | $4,779-62.2% |
| Participant deferral / active EE | $3,865 | $5,506-29.8% | $4,672-17.3% | $5,609-31.1% |
| Admin fee / account holder | $4,943 | $11,457-56.9% | $8,547-42.2% | $10,827-54.3% |