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 8-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 | $12,963 | $107,334-87.9% | $92,893-86.0% | $152,861-91.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 36.72% | 145.58%-108.9pp | 109.41%-72.7pp | 345.32%-308.6pp |
| Employer contribution / active EE | $2,417 | $4,221-42.7% | $3,653-33.8% | $4,762-49.2% |
| Participant deferral / active EE | $5,864 | $4,845+21.0% | $4,236+38.4% | $5,850+0.2% |
| Admin fee / account holder | $610 | $7,079-91.4% | $5,794-89.5% | $11,596-94.7% |