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 | $5,676 | $84,233-93.3% | $170,442-96.7% | $70,131-91.9% |
| Participation rate | 43.1% | 70.8%-27.7pp | 83.6%-40.5pp | 69.5%-26.4pp |
| Annual return | 21.70% | 23.06%-1.4pp | 205.93%-184.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $414 | $3,387-87.8% | $5,433-92.4% | $2,342-82.3% |
| Participant deferral / active EE | $995 | $3,086-67.8% | $4,939-79.9% | $3,332-70.1% |
| Admin fee / account holder | $830 | $5,698-85.4% | $13,880-94.0% | $4,645-82.1% |