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 | $18,647 | $100,041-81.4% | $149,718-87.5% | $70,131-73.4% |
| Participation rate | 52.8% | 83.6%-30.8pp | 87.1%-34.3pp | 69.5%-16.8pp |
| Annual return | 31.28% | 27.43%+3.8pp | 1501.63%-1470.4pp | 73.14%-41.9pp |
| Employer contribution / active EE | $1,837 | $3,662-49.8% | $5,445-66.3% | $2,342-21.6% |
| Participant deferral / active EE | $4,316 | $4,983-13.4% | $6,569-34.3% | $3,332+29.5% |
| Admin fee / account holder | $2,210 | $8,286-73.3% | $11,283-80.4% | $4,645-52.4% |