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 | $5,614 | $81,248-93.1% | $155,509-96.4% | $80,856-93.1% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.6%-36.9pp |
| Annual return | 50.16% | 33.31%+16.9pp | 64.67%-14.5pp | 35.59%+14.6pp |
| Employer contribution / active EE | $517 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,307 | $3,452-62.1% | $5,626-76.8% | $4,296-69.6% |
| Admin fee / account holder | $5,097 | $7,997-36.3% | $15,912-68.0% | $6,918-26.3% |