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 5-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 | $19,649 | $217,402-91.0% | $185,823-89.4% | $167,490-88.3% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 29.27% | 148.36%-119.1pp | 122.05%-92.8pp | 478.56%-449.3pp |
| Employer contribution / active EE | $1,461 | $5,873-75.1% | $5,167-71.7% | $4,837-69.8% |
| Participant deferral / active EE | $3,339 | $6,356-47.5% | $5,568-40.0% | $6,341-47.3% |
| Admin fee / account holder | $1,604 | $19,811-91.9% | $16,237-90.1% | $12,309-87.0% |