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 | $8,927 | $68,547-87.0% | $120,354-92.6% | $80,856-89.0% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 20.39% | 23.60%-3.2pp | 107.15%-86.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $883 | $2,051-57.0% | $3,463-74.5% | $2,755-68.0% |
| Participant deferral / active EE | $2,653 | $3,173-16.4% | $4,991-46.9% | $4,296-38.3% |
| Admin fee / account holder | $597 | $5,732-89.6% | $9,423-93.7% | $6,918-91.4% |