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 | $20,173 | $72,492-72.2% | $87,100-76.8% | $72,985-72.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.67% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,220 | $1,894-35.6% | $2,521-51.6% | $2,440-50.0% |
| Participant deferral / active EE | $1,732 | $3,270-47.0% | $4,049-57.2% | $3,607-52.0% |
| Admin fee / account holder | $426 | $5,055-91.6% | $7,497-94.3% | $5,124-91.7% |