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 7-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 | $18,038 | $98,750-81.7% | $149,696-88.0% | $79,858-77.4% |
| Participation rate | 40.5% | 75.8%-35.2pp | 82.5%-41.9pp | 69.6%-29.1pp |
| Annual return | 39.11% | 27.43%+11.7pp | 276.60%-237.5pp | 31.71%+7.4pp |
| Employer contribution / active EE | $1,310 | $3,216-59.3% | $4,644-71.8% | $2,471-47.0% |
| Participant deferral / active EE | $2,741 | $5,680-51.7% | $6,842-59.9% | $3,740-26.7% |
| Admin fee / account holder | $323 | $6,053-94.7% | $9,309-96.5% | $5,306-93.9% |