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 | $11,064 | $81,446-86.4% | $103,374-89.3% | $80,874-86.3% |
| Participation rate | 67.3% | 66.9%+0.4pp | 74.5%-7.2pp | 67.6%-0.4pp |
| Annual return | 11.82% | 25.57%-13.7pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,185 | $3,107-61.9% | $3,869-69.4% | $2,756-57.0% |
| Participant deferral / active EE | $2,879 | $3,870-25.6% | $5,058-43.1% | $4,297-33.0% |
| Admin fee / account holder | $955 | $6,715-85.8% | $8,394-88.6% | $6,935-86.2% |