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 | $17,447 | $71,050-75.4% | $93,606-81.4% | $80,856-78.4% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.1pp |
| Annual return | 29.05% | 11.26%+17.8pp | 133.20%-104.1pp | 35.59%-6.5pp |
| Employer contribution / active EE | $1,569 | $1,564+0.4% | $2,420-35.1% | $2,755-43.0% |
| Participant deferral / active EE | $2,853 | $4,034-29.3% | $4,411-35.3% | $4,296-33.6% |
| Admin fee / account holder | $401 | $6,945-94.2% | $8,285-95.2% | $6,918-94.2% |