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 | $15,907 | $112,096-85.8% | $95,952-83.4% | $158,922-90.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 13.29% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,598 | $3,198-50.0% | $2,541-37.1% | $4,761-66.4% |
| Participant deferral / active EE | $4,273 | $4,784-10.7% | $4,167+2.5% | $5,982-28.6% |
| Admin fee / account holder | $4,669 | $10,130-53.9% | $6,795-31.3% | $11,246-58.5% |