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 10-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 | $17,064 | $135,635-87.4% | $110,238-84.5% | $135,375-87.4% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.8%-20.7pp | 82.6%-23.5pp |
| Annual return | -8.37% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,392 | $4,906-71.6% | $3,826-63.6% | $4,779-70.9% |
| Participant deferral / active EE | $1,914 | $5,506-65.2% | $4,672-59.0% | $5,609-65.9% |
| Admin fee / account holder | $1,262 | $11,457-89.0% | $8,547-85.2% | $10,827-88.3% |