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 | $13,039 | $103,376-87.4% | $87,100-85.0% | $152,861-91.5% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 344.10% | 28.10%+316.0pp | 28.19%+315.9pp | 345.32%-1.2pp |
| Employer contribution / active EE | $1,349 | $3,220-58.1% | $2,521-46.5% | $4,762-71.7% |
| Participant deferral / active EE | $1,759 | $4,778-63.2% | $4,049-56.5% | $5,850-69.9% |
| Admin fee / account holder | $507 | $12,205-95.8% | $7,497-93.2% | $11,596-95.6% |