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 3-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 | $17,128 | $95,803-82.1% | $113,168-84.9% | $84,808-79.8% |
| Participation rate | 56.1% | 72.9%-16.8pp | 76.6%-20.5pp | 68.3%-12.3pp |
| Annual return | 16.68% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,303 | $2,360-44.8% | $2,975-56.2% | $2,631-50.5% |
| Participant deferral / active EE | $2,333 | $4,242-45.0% | $5,107-54.3% | $4,212-44.6% |
| Admin fee / account holder | $344 | $8,989-96.2% | $12,068-97.2% | $7,344-95.3% |