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.)
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 | $12,608 | $56,199-77.6% | $67,652-81.4% | $59,632-78.9% |
| Participation rate | 33.8% | 71.5%-37.7pp | 75.7%-41.9pp | 68.7%-34.9pp |
| Annual return | -2.64% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,243 | $2,844-56.3% | $3,560-65.1% | $3,192-61.1% |
| Admin fee / account holder | $853 | $3,958-78.5% | $4,821-82.3% | $4,297-80.1% |