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 | $16,189 | $79,523-79.6% | $140,016-88.4% | $56,287-71.2% |
| Participation rate | 64.0% | 85.7%-21.7pp | 87.5%-23.5pp | 69.9%-5.9pp |
| Annual return | -6.10% | 2.39%-8.5pp | 651.12%-657.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,817 | $3,350-45.8% | $5,606-67.6% | $2,111-13.9% |
| Participant deferral / active EE | $2,904 | $5,129-43.4% | $6,927-58.1% | $3,350-13.3% |
| Admin fee / account holder | $2,355 | $614+283.4% | $10,705-78.0% | $521+352.2% |