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 4-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 | $12,242 | $81,460-85.0% | $103,333-88.2% | $80,856-84.9% |
| Participation rate | 54.8% | 66.8%-12.1pp | 74.5%-19.7pp | 67.6%-12.9pp |
| Annual return | 14.47% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,046 | $3,105-66.3% | $3,868-72.9% | $2,755-62.0% |
| Participant deferral / active EE | $1,830 | $3,869-52.7% | $5,057-63.8% | $4,296-57.4% |
| Admin fee / account holder | $565 | $6,566-91.4% | $8,355-93.2% | $6,918-91.8% |