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 9-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 | $47,394 | $127,386-62.8% | $115,037-58.8% | $125,391-62.2% |
| Participation rate | 26.1% | 84.2%-58.1pp | 81.4%-55.3pp | 83.2%-57.1pp |
| Annual return | -5.15% | 31.28%-36.4pp | 26.14%-31.3pp | 282.22%-287.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,763 | $6,423-10.3% | $6,026-4.4% | $5,352+7.7% |
| Admin fee / account holder | $14,605 | $9,516+53.5% | $8,175+78.7% | $9,540+53.1% |