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 | $16,963 | $110,257-84.6% | $96,544-82.4% | $139,434-87.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 34.57% | 26.32%+8.3pp | 25.84%+8.7pp | 372.94%-338.4pp |
| Employer contribution / active EE | $5,683 | $3,620+57.0% | $2,965+91.7% | $4,751+19.6% |
| Participant deferral / active EE | $9,589 | $5,548+72.8% | $4,851+97.7% | $6,710+42.9% |
| Admin fee / account holder | $5,028 | $11,591-56.6% | $8,252-39.1% | $11,403-55.9% |