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 | $61,220 | $209,411-70.8% | $178,490-65.7% | $158,922-61.5% |
| Participation rate | 47.6% | 86.3%-38.7pp | 81.9%-34.3pp | 82.0%-34.3pp |
| Annual return | -3.45% | 188.75%-192.2pp | 151.07%-154.5pp | 302.83%-306.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,006 | $5,954-66.3% | $5,202-61.4% | $5,982-66.5% |
| Admin fee / account holder | $4,193 | $17,074-75.4% | $13,984-70.0% | $11,246-62.7% |