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 4-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 | $31,615 | $146,267-78.4% | $197,124-84.0% | $82,448-61.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 86.7%-26.7pp | 68.1%-8.1pp |
| Annual return | 18.99% | 29.61%-10.6pp | 44.34%-25.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,965 | $4,723-37.2% | $6,227-52.4% | $2,551+16.2% |
| Participant deferral / active EE | $5,179 | $7,035-26.4% | $9,135-43.3% | $4,139+25.1% |
| Admin fee / account holder | $2,522 | $14,422-82.5% | $16,298-84.5% | $7,234-65.1% |