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 3-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 | $21,615 | $86,922-75.1% | $102,438-78.9% | $80,874-73.3% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.7pp |
| Annual return | 16.10% | 18.90%-2.8pp | 29.37%-13.3pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,116 | $2,369-10.7% | $3,024-30.0% | $2,756-23.2% |
| Participant deferral / active EE | $3,308 | $4,119-19.7% | $5,054-34.5% | $4,297-23.0% |
| Admin fee / account holder | $3,489 | $8,050-56.7% | $9,448-63.1% | $6,935-49.7% |