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 | $14,011 | $63,764-78.0% | $81,930-82.9% | $79,858-82.5% |
| Participation rate | 34.5% | 67.5%-33.0pp | 72.0%-37.5pp | 69.6%-35.2pp |
| Annual return | 19.18% | 22.66%-3.5pp | 29.49%-10.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $852 | $1,795-52.5% | $4,310-80.2% | $2,471-65.5% |
| Participant deferral / active EE | $1,506 | $2,780-45.9% | $7,107-78.8% | $3,740-59.7% |
| Admin fee / account holder | $1,092 | $4,426-75.3% | $5,158-78.8% | $5,306-79.4% |