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 | $6,217 | $56,053-88.9% | $75,972-91.8% | $80,856-92.3% |
| Participation rate | 68.5% | 62.0%+6.5pp | 69.1%-0.6pp | 67.6%+0.9pp |
| Annual return | 20.07% | 20.53%-0.5pp | 359.55%-339.5pp | 35.59%-15.5pp |
| Employer contribution / active EE | $721 | $1,874-61.5% | $2,685-73.1% | $2,755-73.8% |
| Participant deferral / active EE | $2,097 | $3,052-31.3% | $4,255-50.7% | $4,296-51.2% |
| Admin fee / account holder | $1,107 | $5,234-78.8% | $6,467-82.9% | $6,918-84.0% |