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 | $12,093 | $95,416-87.3% | $185,823-93.5% | $85,850-85.9% |
| Participation rate | 51.7% | 68.8%-17.0pp | 81.7%-30.0pp | 69.3%-17.6pp |
| Annual return | 22.33% | 23.59%-1.3pp | 122.05%-99.7pp | 318.53%-296.2pp |
| Employer contribution / active EE | $453 | $3,314-86.3% | $5,167-91.2% | $2,565-82.3% |
| Participant deferral / active EE | $1,303 | $3,423-61.9% | $5,568-76.6% | $3,952-67.0% |
| Admin fee / account holder | $313 | $7,213-95.7% | $16,237-98.1% | $6,260-95.0% |