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 4-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 | $11,244 | $59,101-81.0% | $77,163-85.4% | $75,163-85.0% |
| Participation rate | 41.7% | 63.9%-22.2pp | 69.6%-27.9pp | 67.2%-25.5pp |
| Annual return | 29.73% | 26.71%+3.0pp | 37.87%-8.1pp | 160.62%-130.9pp |
| Employer contribution / active EE | $1,114 | $1,995-44.2% | $2,535-56.0% | $2,670-58.3% |
| Participant deferral / active EE | $1,644 | $2,999-45.2% | $3,833-57.1% | $4,125-60.1% |
| Admin fee / account holder | $347 | $4,774-92.7% | $5,472-93.7% | $5,651-93.9% |