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 | $16,251 | $86,929-81.3% | $102,423-84.1% | $80,856-79.9% |
| Participation rate | 39.2% | 72.4%-33.2pp | 76.5%-37.3pp | 67.6%-28.4pp |
| Annual return | 16.42% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $812 | $2,369-65.7% | $3,023-73.1% | $2,755-70.5% |
| Participant deferral / active EE | $2,858 | $4,118-30.6% | $5,053-43.4% | $4,296-33.5% |
| Admin fee / account holder | $557 | $8,049-93.1% | $9,451-94.1% | $6,918-91.9% |