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 | $42,452 | $49,177-13.7% | $79,464-46.6% | $64,186-33.9% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | -8.23% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,927 | $2,076-7.2% | $2,800-31.2% | $2,381-19.1% |
| Participant deferral / active EE | $4,936 | $2,821+75.0% | $3,704+33.3% | $3,470+42.3% |
| Admin fee / account holder | $2,781 | $3,839-27.6% | $5,113-45.6% | $4,888-43.1% |