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 7-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 | $5,109 | $76,367-93.3% | $93,606-94.5% | $72,985-93.0% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.5%-7.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $960 | $2,275-57.8% | $2,718-64.7% | $2,440-60.6% |
| Participant deferral / active EE | $2,564 | $3,538-27.5% | $4,069-37.0% | $3,607-28.9% |
| Admin fee / account holder | $405 | $6,838-94.1% | $7,888-94.9% | $5,124-92.1% |