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 4-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 | $14,280 | $86,929-83.6% | $102,423-86.1% | $80,856-82.3% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.7pp | 67.6%+0.1pp |
| Annual return | 16.56% | 18.88%-2.3pp | 29.32%-12.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,688 | $2,369-28.7% | $3,023-44.2% | $2,755-38.7% |
| Participant deferral / active EE | $2,700 | $4,118-34.5% | $5,053-46.6% | $4,296-37.2% |
| Admin fee / account holder | $543 | $8,049-93.3% | $9,451-94.3% | $6,918-92.2% |