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 | $20,649 | $81,460-74.7% | $103,333-80.0% | $80,856-74.5% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 11.58% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,712 | $3,105-44.9% | $3,868-55.7% | $2,755-37.9% |
| Participant deferral / active EE | $4,041 | $3,869+4.5% | $5,057-20.1% | $4,296-5.9% |
| Admin fee / account holder | $7,308 | $6,566+11.3% | $8,355-12.5% | $6,918+5.6% |