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 | $17,436 | $109,359-84.1% | $162,163-89.2% | $72,985-76.1% |
| Participation rate | 61.3% | 84.3%-23.0pp | 87.6%-26.3pp | 69.5%-8.2pp |
| Annual return | 40.34% | 25.46%+14.9pp | 115.59%-75.3pp | 81.00%-40.7pp |
| Employer contribution / active EE | $3,911 | $3,907+0.1% | $5,614-30.3% | $2,440+60.3% |
| Participant deferral / active EE | $6,796 | $5,481+24.0% | $7,298-6.9% | $3,607+88.4% |
| Admin fee / account holder | $841 | $7,972-89.4% | $10,843-92.2% | $5,124-83.6% |