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 | $32,071 | $95,803-66.5% | $113,168-71.7% | $84,808-62.2% |
| Participation rate | 52.0% | 72.9%-20.9pp | 76.6%-24.6pp | 68.3%-16.3pp |
| Annual return | 12.91% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,978 | $2,360-16.2% | $2,975-33.5% | $2,631-24.8% |
| Participant deferral / active EE | $2,172 | $4,242-48.8% | $5,107-57.5% | $4,212-48.4% |
| Admin fee / account holder | $2,162 | $8,989-76.0% | $12,068-82.1% | $7,344-70.6% |