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 5-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 | $43,074 | $148,978-71.1% | $200,582-78.5% | $84,808-49.2% |
| Participation rate | 68.5% | 84.2%-15.7pp | 86.9%-18.4pp | 68.3%+0.2pp |
| Annual return | 17.83% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,698 | $4,815-64.7% | $6,419-73.6% | $2,631-35.5% |
| Participant deferral / active EE | $3,813 | $7,142-46.6% | $9,331-59.1% | $4,212-9.5% |
| Admin fee / account holder | $2,701 | $13,977-80.7% | $16,305-83.4% | $7,344-63.2% |