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 | $19,925 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.3%-35.0pp | 80.1%-32.8pp |
| Annual return | -14.96% | 70.24%-85.2pp | 62.55%-77.5pp | 217.08%-232.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,195 | $8,310-25.4% | $7,997-22.5% | $6,507-4.8% |
| Admin fee / account holder | $5,562 | $14,846-62.5% | $13,435-58.6% | $12,624-55.9% |