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 9-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 | $17,944 | $65,041-72.4% | $90,951-80.3% | $79,858-77.5% |
| Participation rate | 34.2% | 61.6%-27.4pp | 69.0%-34.8pp | 69.6%-35.4pp |
| Annual return | 25.83% | 30.45%-4.6pp | 134.60%-108.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,081 | $1,247-13.3% | $2,122-49.1% | $2,471-56.3% |
| Participant deferral / active EE | $1,237 | $2,512-50.8% | $3,373-63.3% | $3,740-66.9% |
| Admin fee / account holder | $843 | $4,536-81.4% | $5,959-85.8% | $5,306-84.1% |