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 5-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 | $7,227 | $25,979-72.2% | $71,735-89.9% | $68,494-89.4% |
| Participation rate | 21.4% | 54.5%-33.1pp | 62.3%-40.9pp | 67.9%-46.5pp |
| Annual return | -23.60% | -15.10%-8.5pp | 9.14%-32.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,588 | $1,522+4.3% | $2,658-40.2% | $4,027-60.6% |
| Admin fee / account holder | $978 | $2,022-51.6% | $3,974-75.4% | $5,403-81.9% |