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 | $33,688 | $146,267-77.0% | $197,124-82.9% | $82,448-59.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 86.7%-23.1pp | 68.1%-4.4pp |
| Annual return | 20.64% | 29.61%-9.0pp | 44.34%-23.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,640 | $7,035-5.6% | $9,135-27.3% | $4,139+60.4% |
| Admin fee / account holder | $3,197 | $14,422-77.8% | $16,298-80.4% | $7,234-55.8% |