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 10-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 | $18,159 | $87,037-79.1% | $106,201-82.9% | $80,874-77.5% |
| Participation rate | 63.5% | 70.4%-6.9pp | 75.3%-11.8pp | 67.6%-4.1pp |
| Annual return | 12.90% | 17.05%-4.2pp | 116.26%-103.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $967 | $2,396-59.7% | $3,170-69.5% | $2,756-64.9% |
| Participant deferral / active EE | $2,354 | $3,986-41.0% | $5,012-53.0% | $4,297-45.2% |
| Admin fee / account holder | $875 | $8,434-89.6% | $11,039-92.1% | $6,935-87.4% |