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 9-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 | $10,335 | $58,523-82.3% | $99,443-89.6% | $72,985-85.8% |
| Participation rate | 59.0% | 64.6%-5.6pp | 73.8%-14.8pp | 69.5%-10.5pp |
| Annual return | 18.49% | 28.51%-10.0pp | 30.72%-12.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $950 | $1,512-37.2% | $2,540-62.6% | $2,440-61.1% |
| Participant deferral / active EE | $1,779 | $2,606-31.7% | $3,619-50.8% | $3,607-50.7% |
| Admin fee / account holder | $670 | $4,102-83.7% | $6,250-89.3% | $5,124-86.9% |