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 | $9,370 | $73,515-87.3% | $62,995-85.1% | $147,584-93.7% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.8%-36.7pp | 82.8%-44.7pp |
| Annual return | 21.67% | 175.43%-153.8pp | 87.57%-65.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,745 | $3,320-17.3% | $2,759-0.5% | $4,876-43.7% |
| Participant deferral / active EE | $2,789 | $4,185-33.4% | $3,329-16.2% | $5,439-48.7% |
| Admin fee / account holder | $445 | $5,953-92.5% | $3,600-87.7% | $10,885-95.9% |