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 | $112,700 | $133,958-15.9% | $112,228+0.4% | $134,475-16.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -28.97% | 47.11%-76.1pp | 27.45%-56.4pp | 417.96%-446.9pp |
| Employer contribution / active EE | $1,602 | $4,038-60.3% | $3,635-55.9% | $4,740-66.2% |
| Participant deferral / active EE | $3,706 | $5,291-29.9% | $4,728-21.6% | $6,400-42.1% |
| Admin fee / account holder | $1,535 | $7,489-79.5% | $6,410-76.1% | $11,426-86.6% |