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 | $2,442 | $159,901-98.5% | $146,958-98.3% | $145,922-98.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.16% | 98.13%-94.0pp | 418.34%-414.2pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,852 | $5,286-65.0% | $4,933-62.4% | $4,660-60.2% |
| Participant deferral / active EE | $5,708 | $8,428-32.3% | $8,070-29.3% | $6,688-14.7% |
| Admin fee / account holder | $915 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |