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 8-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 | $14,797 | $64,324-77.0% | $118,925-87.6% | $79,858-81.5% |
| Participation rate | 32.8% | 64.9%-32.1pp | 75.4%-42.6pp | 69.6%-36.9pp |
| Annual return | 44.17% | 86.45%-42.3pp | 35.88%+8.3pp | 31.71%+12.5pp |
| Employer contribution / active EE | $1,051 | $1,836-42.8% | $3,263-67.8% | $2,471-57.5% |
| Participant deferral / active EE | $1,734 | $2,824-38.6% | $4,265-59.3% | $3,740-53.6% |
| Admin fee / account holder | $948 | $4,040-76.5% | $6,581-85.6% | $5,306-82.1% |