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 7-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 | $15,744 | $72,492-78.3% | $87,100-81.9% | $72,985-78.4% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.9%-18.2pp | 69.5%-10.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $841 | $1,894-55.6% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $3,000 | $3,270-8.2% | $4,049-25.9% | $3,607-16.8% |
| Admin fee / account holder | $372 | $5,055-92.7% | $7,497-95.0% | $5,124-92.7% |