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 | $65,874 | $57,354+14.9% | $83,848-21.4% | $64,186+2.6% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -10.20% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,106 | $2,545-17.3% | $3,631-42.0% | $2,381-11.6% |
| Participant deferral / active EE | $4,001 | $2,993+33.7% | $4,082-2.0% | $3,470+15.3% |
| Admin fee / account holder | $792 | $4,046-80.4% | $5,478-85.5% | $4,888-83.8% |