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 6-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 | $21,017 | $93,373-77.5% | $152,466-86.2% | $85,850-75.5% |
| Participation rate | 41.5% | 70.1%-28.6pp | 78.2%-36.7pp | 69.3%-27.8pp |
| Annual return | 67.91% | 21.84%+46.1pp | 757.33%-689.4pp | 318.53%-250.6pp |
| Employer contribution / active EE | $1,200 | $2,996-59.9% | $4,327-72.3% | $2,565-53.2% |
| Participant deferral / active EE | $3,141 | $4,550-31.0% | $5,820-46.0% | $3,952-20.5% |
| Admin fee / account holder | $4,527 | $13,853-67.3% | $15,805-71.4% | $6,260-27.7% |