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 | $16,762 | $63,355-73.5% | $91,989-81.8% | $72,985-77.0% |
| Participation rate | 65.9% | 72.5%-6.7pp | 78.6%-12.8pp | 69.5%-3.6pp |
| Annual return | 28.34% | 35.35%-7.0pp | 69.02%-40.7pp | 81.00%-52.7pp |
| Employer contribution / active EE | $2,734 | $2,116+29.2% | $3,452-20.8% | $2,440+12.0% |
| Participant deferral / active EE | $3,965 | $4,883-18.8% | $5,923-33.0% | $3,607+9.9% |
| Admin fee / account holder | $753 | $4,668-83.9% | $7,743-90.3% | $5,124-85.3% |