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.)
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 | $10,021 | $64,909-84.6% | $82,313-87.8% | $62,292-83.9% |
| Participation rate | 44.0% | 74.9%-30.8pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 84.54% | 21.18%+63.4pp | 25.88%+58.7pp | 28.90%+55.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,833 | $3,103+23.5% | $3,706+3.4% | $3,169+20.9% |
| Admin fee / account holder | $735 | $440+67.3% | $5,608-86.9% | $479+53.4% |