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 | $20,559 | $109,881-81.3% | $150,045-86.3% | $84,808-75.8% |
| Participation rate | 68.3% | 76.1%-7.8pp | 82.3%-14.0pp | 68.3%0pp |
| Annual return | 19.90% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,682 | $3,561-52.8% | $4,693-64.2% | $2,631-36.1% |
| Participant deferral / active EE | $2,634 | $6,636-60.3% | $7,997-67.1% | $4,212-37.4% |
| Admin fee / account holder | $1,225 | $8,568-85.7% | $13,435-90.9% | $7,344-83.3% |