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 7-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 | $16,783 | $127,065-86.8% | $113,168-85.2% | $142,382-88.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 26.81% | 24.03%+2.8pp | 24.27%+2.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,845 | $3,442-46.4% | $2,975-38.0% | $4,299-57.1% |
| Participant deferral / active EE | $10,809 | $5,716+89.1% | $5,107+111.7% | $6,507+66.1% |
| Admin fee / account holder | $15,950 | $15,736+1.4% | $12,068+32.2% | $12,624+26.3% |