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 7-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 | $14,379 | $45,863-68.6% | $77,024-81.3% | $68,494-79.0% |
| Participation rate | 16.3% | 55.9%-39.7pp | 67.9%-51.7pp | 67.9%-51.6pp |
| Annual return | -20.68% | 1.72%-22.4pp | 42.32%-63.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $257 | $1,650-84.4% | $2,812-90.9% | $2,596-90.1% |
| Participant deferral / active EE | $869 | $2,962-70.7% | $4,426-80.4% | $4,027-78.4% |
| Admin fee / account holder | $1,505 | $3,041-50.5% | $5,425-72.3% | $5,403-72.1% |