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 | $20,751 | $116,175-82.1% | $93,606-77.8% | $152,861-86.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 29.52% | 35.96%-6.4pp | 32.76%-3.2pp | 345.32%-315.8pp |
| Employer contribution / active EE | $6,570 | $3,218+104.2% | $2,718+141.7% | $4,762+38.0% |
| Participant deferral / active EE | $4,294 | $4,603-6.7% | $4,069+5.5% | $5,850-26.6% |
| Admin fee / account holder | $2,796 | $10,748-74.0% | $7,888-64.5% | $11,596-75.9% |