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 | $18,367 | $54,590-66.4% | $81,930-77.6% | $73,488-75.0% |
| Participation rate | 57.0% | 68.3%-11.3pp | 72.0%-15.0pp | 70.7%-13.7pp |
| Annual return | 16.45% | 17.74%-1.3pp | 29.49%-13.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $620 | $1,636-62.1% | $4,310-85.6% | $2,270-72.7% |
| Participant deferral / active EE | $1,793 | $2,759-35.0% | $7,107-74.8% | $3,740-52.1% |
| Admin fee / account holder | $1,286 | $592+117.2% | $5,158-75.1% | $513+150.7% |