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 | $7,494 | $49,915-85.0% | $154,803-95.2% | $74,304-89.9% |
| Participation rate | 35.5% | 54.0%-18.4pp | 78.1%-42.6pp | 60.3%-24.8pp |
| Annual return | 22.58% | 34.06%-11.5pp | 58.88%-36.3pp | 29.43%-6.8pp |
| Employer contribution / active EE | $562 | $1,611-65.1% | $4,305-86.9% | $2,241-74.9% |
| Participant deferral / active EE | $1,095 | $2,255-51.5% | $5,540-80.2% | $3,767-70.9% |
| Admin fee / account holder | $395 | $2,189-82.0% | $14,329-97.2% | $2,969-86.7% |