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 8-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 | $28,258 | $76,050-62.8% | $96,544-70.7% | $71,457-60.5% |
| Participation rate | 53.0% | 74.4%-21.4pp | 76.0%-23.0pp | 67.9%-14.9pp |
| Annual return | 47.51% | 22.81%+24.7pp | 25.84%+21.7pp | 28.85%+18.7pp |
| Employer contribution / active EE | $1,955 | $2,244-12.9% | $2,965-34.1% | $2,588-24.5% |
| Participant deferral / active EE | $3,262 | $4,215-22.6% | $4,851-32.8% | $4,289-23.9% |
| Admin fee / account holder | $2,085 | $2,707-23.0% | $8,252-74.7% | $1,587+31.3% |