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 | $14,092 | $65,561-78.5% | $86,188-83.6% | $75,163-81.3% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.7pp |
| Annual return | 30.08% | 46.05%-16.0pp | 1168.45%-1138.4pp | 160.62%-130.5pp |
| Employer contribution / active EE | $2,042 | $1,553+31.5% | $2,380-14.2% | $2,670-23.5% |
| Participant deferral / active EE | $2,890 | $3,024-4.4% | $3,985-27.5% | $4,125-29.9% |
| Admin fee / account holder | $424 | $5,474-92.3% | $6,852-93.8% | $5,651-92.5% |