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 | $14,265 | $107,334-86.7% | $92,893-84.6% | $152,861-90.7% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 41.20% | 145.58%-104.4pp | 109.41%-68.2pp | 345.32%-304.1pp |
| Employer contribution / active EE | $892 | $4,221-78.9% | $3,653-75.6% | $4,762-81.3% |
| Participant deferral / active EE | $3,282 | $4,845-32.3% | $4,236-22.5% | $5,850-43.9% |
| Admin fee / account holder | $470 | $7,079-93.4% | $5,794-91.9% | $11,596-95.9% |