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 | $17,623 | $65,561-73.1% | $86,188-79.6% | $75,163-76.6% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 22.39% | 46.05%-23.7pp | 1168.45%-1146.1pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,711 | $1,553+10.2% | $2,380-28.1% | $2,670-35.9% |
| Participant deferral / active EE | $3,093 | $3,024+2.3% | $3,985-22.4% | $4,125-25.0% |
| Admin fee / account holder | $827 | $5,474-84.9% | $6,852-87.9% | $5,651-85.4% |