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 7-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 | $4,308 | $57,016-92.4% | $84,966-94.9% | $80,856-94.7% |
| Participation rate | 60.5% | 56.3%+4.1pp | 67.5%-7.0pp | 67.6%-7.2pp |
| Annual return | 14.17% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,001 | $3,110-35.7% | $4,519-55.7% | $4,296-53.4% |
| Admin fee / account holder | $1,118 | $4,980-77.5% | $6,149-81.8% | $6,918-83.8% |