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 | $18,715 | $73,933-74.7% | $96,683-80.6% | $75,163-75.1% |
| Participation rate | 59.5% | 66.4%-6.9pp | 74.3%-14.8pp | 67.2%-7.7pp |
| Annual return | 21.25% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,172 | $2,928-60.0% | $3,737-68.6% | $2,670-56.1% |
| Participant deferral / active EE | $3,185 | $3,659-12.9% | $4,878-34.7% | $4,125-22.8% |
| Admin fee / account holder | $3,574 | $5,216-31.5% | $6,730-46.9% | $5,651-36.8% |