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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,091 | $183,592-91.2% | $155,567-89.7% | $145,959-89.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -38.24% | 61.24%-99.5pp | 64.74%-103.0pp | 561.95%-600.2pp |
| Employer contribution / active EE | $1,546 | $5,315-70.9% | $4,674-66.9% | $4,661-66.8% |
| Participant deferral / active EE | $3,291 | $6,464-49.1% | $5,628-41.5% | $6,689-50.8% |
| Admin fee / account holder | $440 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |