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 5-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 | $23,122 | $95,803-75.9% | $113,168-79.6% | $84,808-72.7% |
| Participation rate | 38.2% | 72.9%-34.6pp | 76.6%-38.3pp | 68.3%-30.1pp |
| Annual return | 20.95% | 25.00%-4.1pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,474 | $2,360-37.5% | $2,975-50.5% | $2,631-44.0% |
| Participant deferral / active EE | $2,123 | $4,242-49.9% | $5,107-58.4% | $4,212-49.6% |
| Admin fee / account holder | $1,844 | $8,989-79.5% | $12,068-84.7% | $7,344-74.9% |