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 | $11,077 | $74,927-85.2% | $101,794-89.1% | $84,808-86.9% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 16.44% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,018 | $1,522-33.1% | $2,289-55.5% | $2,631-61.3% |
| Participant deferral / active EE | $1,444 | $3,099-53.4% | $4,084-64.6% | $4,212-65.7% |
| Admin fee / account holder | $1,927 | $6,514-70.4% | $8,777-78.0% | $7,344-73.8% |