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 | $5,247 | $53,596-90.2% | $90,645-94.2% | $64,186-91.8% |
| Participation rate | 62.1% | 64.5%-2.4pp | 74.0%-11.9pp | 69.6%-7.4pp |
| Annual return | -3.83% | 4.41%-8.2pp | 1.88%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,198 | $2,459-51.3% | $3,425-65.0% | $3,470-65.5% |
| Admin fee / account holder | $2,741 | $3,868-29.1% | $4,994-45.1% | $4,888-43.9% |