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 | $85,329 | $91,538-6.8% | $129,995-34.4% | $75,163+13.5% |
| Participation rate | 63.6% | 71.4%-7.8pp | 78.5%-14.8pp | 67.2%-3.6pp |
| Annual return | 10.28% | -631.11%+641.4pp | -137.18%+147.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,529 | $2,845-46.2% | $4,320-64.6% | $2,670-42.7% |
| Participant deferral / active EE | $3,366 | $4,341-22.5% | $5,820-42.2% | $4,125-18.4% |
| Admin fee / account holder | $14,286 | $6,790+110.4% | $10,614+34.6% | $5,651+152.8% |