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 9-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 | $18,015 | $76,367-76.4% | $93,606-80.8% | $72,985-75.3% |
| Participation rate | 23.3% | 71.7%-48.4pp | 75.8%-52.5pp | 69.5%-46.2pp |
| Annual return | 34.04% | 25.82%+8.2pp | 32.76%+1.3pp | 81.00%-47.0pp |
| Employer contribution / active EE | $1,838 | $2,275-19.2% | $2,718-32.4% | $2,440-24.7% |
| Participant deferral / active EE | $2,063 | $3,538-41.7% | $4,069-49.3% | $3,607-42.8% |
| Admin fee / account holder | $6,108 | $6,838-10.7% | $7,888-22.6% | $5,124+19.2% |