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 3-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 | $11,084 | $53,018-79.1% | $70,014-84.2% | $62,891-82.4% |
| Participation rate | 24.1% | 67.2%-43.2pp | 71.8%-47.8pp | 69.3%-45.3pp |
| Annual return | 33.97% | 13.35%+20.6pp | 12.99%+21.0pp | 20.14%+13.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,337 | $2,395-2.4% | $2,931-20.3% | $3,203-27.0% |
| Admin fee / account holder | $2,665 | $3,690-27.8% | $4,380-39.1% | $4,296-37.9% |