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 | $12,641 | $99,079-87.2% | $77,999-83.8% | $273,961-95.4% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 11.74% | 217.93%-206.2pp | 425.96%-414.2pp | 41.45%-29.7pp |
| Employer contribution / active EE | $895 | $3,308-73.0% | $2,470-63.8% | $4,869-81.6% |
| Participant deferral / active EE | $2,956 | $4,306-31.3% | $3,497-15.5% | $5,287-44.1% |
| Admin fee / account holder | $2,058 | $8,954-77.0% | $5,480-62.4% | $10,132-79.7% |