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.)
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 | $17,733 | $77,813-77.2% | $123,544-85.6% | $64,186-72.4% |
| Participation rate | 47.2% | 74.7%-27.5pp | 82.3%-35.1pp | 69.6%-22.4pp |
| Annual return | -5.72% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,838 | $3,014-39.0% | $4,628-60.3% | $2,381-22.8% |
| Participant deferral / active EE | $4,591 | $5,240-12.4% | $6,426-28.5% | $3,470+32.3% |
| Admin fee / account holder | $3,247 | $5,519-41.2% | $9,284-65.0% | $4,888-33.6% |