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 | $39,280 | $106,515-63.1% | $96,683-59.4% | $139,434-71.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | -5.18% | 38.43%-43.6pp | 35.69%-40.9pp | 372.94%-378.1pp |
| Employer contribution / active EE | $2,957 | $4,103-27.9% | $3,737-20.9% | $4,751-37.8% |
| Participant deferral / active EE | $8,843 | $5,454+62.1% | $4,878+81.3% | $6,710+31.8% |
| Admin fee / account holder | $16,981 | $7,877+115.6% | $6,730+152.3% | $11,403+48.9% |