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 | $2,250 | $58,627-96.2% | $76,735-97.1% | $82,448-97.3% |
| Participation rate | 65.7% | 63.2%+2.5pp | 69.5%-3.8pp | 68.1%-2.4pp |
| Annual return | 26.75% | 39.10%-12.4pp | 29.77%-3.0pp | 41.64%-14.9pp |
| Employer contribution / active EE | $870 | $1,729-49.7% | $2,454-64.6% | $2,551-65.9% |
| Participant deferral / active EE | $1,738 | $3,134-44.5% | $4,088-57.5% | $4,139-58.0% |
| Admin fee / account holder | $345 | $5,323-93.5% | $7,189-95.2% | $7,234-95.2% |