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 5-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 | $42,705 | $148,978-71.3% | $200,582-78.7% | $84,808-49.6% |
| Participation rate | 67.4% | 84.2%-16.8pp | 86.9%-19.5pp | 68.3%-0.9pp |
| Annual return | 56.52% | 28.16%+28.4pp | 42.33%+14.2pp | 40.90%+15.6pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,047 | $7,142+96.7% | $9,331+50.5% | $4,212+233.5% |
| Admin fee / account holder | $5,386 | $13,977-61.5% | $16,305-67.0% | $7,344-26.7% |