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 10-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 | $16,296 | $197,591-91.8% | $177,821-90.8% | $158,922-89.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 49.77% | 58.76%-9.0pp | 48.32%+1.5pp | 302.83%-253.1pp |
| Employer contribution / active EE | $6,081 | $6,697-9.2% | $5,918+2.7% | $4,761+27.7% |
| Participant deferral / active EE | $20,652 | $8,405+145.7% | $7,714+167.7% | $5,982+245.2% |
| Admin fee / account holder | $11,000 | $15,399-28.6% | $12,427-11.5% | $11,246-2.2% |