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 | $6,553 | $51,576-87.3% | $129,207-94.9% | $80,856-91.9% |
| Participation rate | 55.4% | 57.0%-1.5pp | 69.6%-14.2pp | 67.6%-12.2pp |
| Annual return | 27.40% | 20.81%+6.6pp | 9417.33%-9389.9pp | 35.59%-8.2pp |
| Employer contribution / active EE | $1,044 | $1,584-34.1% | $4,153-74.9% | $2,755-62.1% |
| Participant deferral / active EE | $2,097 | $2,669-21.4% | $4,168-49.7% | $4,296-51.2% |
| Admin fee / account holder | $301 | $4,305-93.0% | $7,715-96.1% | $6,918-95.6% |