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 9-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 | $15,645 | $76,367-79.5% | $93,606-83.3% | $72,985-78.6% |
| Participation rate | 57.0% | 71.7%-14.8pp | 75.8%-18.8pp | 69.5%-12.5pp |
| Annual return | 30.67% | 25.82%+4.9pp | 32.76%-2.1pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,694 | $2,275-25.5% | $2,718-37.7% | $2,440-30.6% |
| Participant deferral / active EE | $3,904 | $3,538+10.3% | $4,069-4.0% | $3,607+8.2% |
| Admin fee / account holder | $911 | $6,838-86.7% | $7,888-88.4% | $5,124-82.2% |