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 6-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 | $12,043 | $124,281-90.3% | $109,143-89.0% | $167,490-92.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 15.55% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,131 | $4,207-73.1% | $3,722-69.6% | $4,837-76.6% |
| Participant deferral / active EE | $1,627 | $5,255-69.0% | $4,653-65.0% | $6,341-74.3% |
| Admin fee / account holder | $1,757 | $7,970-78.0% | $6,752-74.0% | $12,309-85.7% |