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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,062 | $91,538-90.1% | $129,995-93.0% | $75,163-87.9% |
| Participation rate | 56.8% | 71.4%-14.6pp | 78.5%-21.7pp | 67.2%-10.4pp |
| Annual return | 51.68% | -631.11%+682.8pp | -137.18%+188.9pp | 160.62%-108.9pp |
| Employer contribution / active EE | $1,587 | $2,845-44.2% | $4,320-63.3% | $2,670-40.6% |
| Participant deferral / active EE | $2,411 | $4,341-44.4% | $5,820-58.6% | $4,125-41.5% |
| Admin fee / account holder | $498 | $6,790-92.7% | $10,614-95.3% | $5,651-91.2% |