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 9-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 | $102,171 | $102,604-0.4% | $86,188+18.5% | $139,434-26.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -2.33% | 1922.51%-1924.8pp | 1168.45%-1170.8pp | 372.94%-375.3pp |
| Employer contribution / active EE | $2,841 | $3,032-6.3% | $2,380+19.3% | $4,751-40.2% |
| Participant deferral / active EE | $7,460 | $4,676+59.5% | $3,985+87.2% | $6,710+11.2% |
| Admin fee / account holder | $572 | $8,657-93.4% | $6,852-91.6% | $11,403-95.0% |