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 8-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 | $15,312 | $69,515-78.0% | $86,874-82.4% | $85,850-82.2% |
| Participation rate | 52.0% | 66.3%-14.3pp | 71.6%-19.6pp | 69.3%-17.3pp |
| Annual return | 16.68% | 20.12%-3.4pp | 63.52%-46.8pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,167 | $1,880-37.9% | $2,495-53.2% | $2,565-54.5% |
| Participant deferral / active EE | $1,877 | $2,919-35.7% | $3,699-49.3% | $3,952-52.5% |
| Admin fee / account holder | $1,114 | $5,972-81.3% | $5,828-80.9% | $6,260-82.2% |