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 6-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 | $31,207 | $84,402-63.0% | $61,373-49.2% | $134,475-76.8% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -22.92% | 584.55%-607.5pp | 338.61%-361.5pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,060 | $1,544-31.3% | $1,159-8.5% | $4,740-77.6% |
| Participant deferral / active EE | $2,663 | $2,819-5.5% | $2,125+25.3% | $6,400-58.4% |
| Admin fee / account holder | $449 | $2,585-82.6% | $2,130-78.9% | $11,426-96.1% |