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 | $25,131 | $80,968-69.0% | $96,544-74.0% | $75,163-66.6% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 31.25% | 27.06%+4.2pp | 25.84%+5.4pp | 160.62%-129.4pp |
| Employer contribution / active EE | $2,321 | $2,282+1.7% | $2,965-21.7% | $2,670-13.0% |
| Participant deferral / active EE | $3,080 | $3,928-21.6% | $4,851-36.5% | $4,125-25.3% |
| Admin fee / account holder | $850 | $6,724-87.4% | $8,252-89.7% | $5,651-85.0% |