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 8-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 | $9,031 | $105,181-91.4% | $159,436-94.3% | $85,850-89.5% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.8%-30.0pp | 69.3%-16.5pp |
| Annual return | 125.14% | 45.07%+80.1pp | 263.57%-138.4pp | 318.53%-193.4pp |
| Employer contribution / active EE | $746 | $3,318-77.5% | $4,829-84.5% | $2,565-70.9% |
| Participant deferral / active EE | $3,396 | $5,945-42.9% | $7,352-53.8% | $3,952-14.1% |
| Admin fee / account holder | $946 | $6,933-86.4% | $10,799-91.2% | $6,260-84.9% |