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 | $3,391 | $90,600-96.3% | $79,464-95.7% | $135,375-97.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 159.13% | 977.43%-818.3pp | 718.14%-559.0pp | 519.73%-360.6pp |
| Employer contribution / active EE | $860 | $3,068-72.0% | $2,800-69.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,382 | $4,050-65.9% | $3,704-62.7% | $5,609-75.4% |
| Admin fee / account holder | $1,772 | $5,907-70.0% | $5,113-65.3% | $10,827-83.6% |