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 8-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 | $7,740 | $102,966-92.5% | $90,281-91.4% | $152,861-94.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 200.65% | 95.16%+105.5pp | 78.10%+122.5pp | 345.32%-144.7pp |
| Employer contribution / active EE | $991 | $3,139-68.4% | $2,854-65.3% | $4,762-79.2% |
| Participant deferral / active EE | $3,986 | $4,281-6.9% | $3,885+2.6% | $5,850-31.9% |
| Admin fee / account holder | $2,118 | $6,171-65.7% | $5,351-60.4% | $11,596-81.7% |