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 7-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 | $6,905 | $58,512-88.2% | $84,015-91.8% | $72,985-90.5% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 36.33% | 28.93%+7.4pp | 71.31%-35.0pp | 81.00%-44.7pp |
| Employer contribution / active EE | $1,302 | $1,163+12.0% | $1,983-34.3% | $2,440-46.6% |
| Participant deferral / active EE | $1,996 | $2,394-16.6% | $3,239-38.4% | $3,607-44.7% |
| Admin fee / account holder | $427 | $4,569-90.7% | $6,101-93.0% | $5,124-91.7% |