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 8-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 | $16,555 | $71,883-77.0% | $86,677-80.9% | $68,494-75.8% |
| Participation rate | 30.2% | 72.2%-42.0pp | 76.6%-46.4pp | 67.9%-37.7pp |
| Annual return | 5.96% | 3.52%+2.4pp | 35.91%-30.0pp | -7.84%+13.8pp |
| Employer contribution / active EE | $1,373 | $2,173-36.8% | $2,836-51.6% | $2,596-47.1% |
| Participant deferral / active EE | $1,747 | $3,779-53.8% | $4,656-62.5% | $4,027-56.6% |
| Admin fee / account holder | $1,807 | $6,112-70.4% | $7,493-75.9% | $5,403-66.6% |