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 | $17,149 | $63,346-72.9% | $92,233-81.4% | $70,131-75.5% |
| Participation rate | 68.9% | 68.7%+0.2pp | 76.5%-7.6pp | 69.5%-0.7pp |
| Annual return | 19.67% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,845 | $2,471-25.3% | $3,679-49.8% | $2,342-21.2% |
| Participant deferral / active EE | $2,474 | $2,854-13.3% | $3,897-36.5% | $3,332-25.8% |
| Admin fee / account holder | $1,337 | $3,840-65.2% | $5,194-74.3% | $4,645-71.2% |