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 | $16,748 | $74,927-77.6% | $101,794-83.5% | $84,808-80.3% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.2%-14.6pp | 68.3%-13.8pp |
| Annual return | 18.79% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,094 | $1,522-28.1% | $2,289-52.2% | $2,631-58.4% |
| Participant deferral / active EE | $1,499 | $3,099-51.6% | $4,084-63.3% | $4,212-64.4% |
| Admin fee / account holder | $981 | $6,514-84.9% | $8,777-88.8% | $7,344-86.6% |