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 4-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 | $17,723 | $109,413-83.8% | $156,263-88.7% | $84,808-79.1% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 18.71% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $857 | $2,907-70.5% | $4,333-80.2% | $2,631-67.4% |
| Participant deferral / active EE | $2,522 | $4,590-45.1% | $6,158-59.0% | $4,212-40.1% |
| Admin fee / account holder | $487 | $9,357-94.8% | $14,255-96.6% | $7,344-93.4% |