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 | $15,603 | $64,324-75.7% | $118,925-86.9% | $79,858-80.5% |
| Participation rate | 51.4% | 64.9%-13.5pp | 75.4%-24.0pp | 69.6%-18.3pp |
| Annual return | 15.57% | 86.45%-70.9pp | 35.88%-20.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $495 | $1,836-73.1% | $3,263-84.8% | $2,471-80.0% |
| Participant deferral / active EE | $1,419 | $2,824-49.8% | $4,265-66.7% | $3,740-62.1% |
| Admin fee / account holder | $3,098 | $4,040-23.3% | $6,581-52.9% | $5,306-41.6% |