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 | $22,296 | $58,828-62.1% | $77,999-71.4% | $62,891-64.5% |
| Participation rate | 66.1% | 71.1%-4.9pp | 75.5%-9.4pp | 69.3%-3.2pp |
| Annual return | 7.58% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,292 | $1,672-22.7% | $2,470-47.7% | $2,281-43.4% |
| Participant deferral / active EE | $4,945 | $2,686+84.1% | $3,497+41.4% | $3,203+54.4% |
| Admin fee / account holder | $2,614 | $4,393-40.5% | $5,480-52.3% | $4,296-39.1% |