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 10-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 | $53,362 | $54,229-1.6% | $70,092-23.9% | $68,494-22.1% |
| Participation rate | 53.6% | 64.5%-10.9pp | 70.5%-16.9pp | 67.9%-14.3pp |
| Annual return | -21.22% | -13.87%-7.4pp | 190.73%-212.0pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,606 | $2,018-20.4% | $2,559-37.2% | $2,596-38.1% |
| Participant deferral / active EE | $3,143 | $2,956+6.3% | $3,849-18.3% | $4,027-22.0% |
| Admin fee / account holder | $4,464 | $4,694-4.9% | $6,267-28.8% | $5,403-17.4% |