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 | $31,656 | $77,813-59.3% | $123,544-74.4% | $64,186-50.7% |
| Participation rate | 61.3% | 74.7%-13.4pp | 82.3%-21.0pp | 69.6%-8.3pp |
| Annual return | -10.16% | 12.48%-22.6pp | 119.20%-129.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $3,216 | $3,014+6.7% | $4,628-30.5% | $2,381+35.1% |
| Participant deferral / active EE | $6,300 | $5,240+20.2% | $6,426-1.9% | $3,470+81.6% |
| Admin fee / account holder | $1,185 | $5,519-78.5% | $9,284-87.2% | $4,888-75.8% |