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 3-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 | $19,898 | $166,020-88.0% | $164,866-87.9% | $145,959-86.4% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 11.23% | 100.08%-88.8pp | 69.97%-58.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,660 | $5,275-49.6% | $4,343-38.7% | $4,661-42.9% |
| Participant deferral / active EE | $3,775 | $6,961-45.8% | $6,033-37.4% | $6,689-43.6% |
| Admin fee / account holder | $1,679 | $16,644-89.9% | $12,689-86.8% | $13,398-87.5% |