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 4-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 | $11,331 | $95,416-88.1% | $185,823-93.9% | $85,850-86.8% |
| Participation rate | 65.9% | 68.8%-2.8pp | 81.7%-15.8pp | 69.3%-3.4pp |
| Annual return | 32.07% | 23.59%+8.5pp | 122.05%-90.0pp | 318.53%-286.5pp |
| Employer contribution / active EE | $1,495 | $3,314-54.9% | $5,167-71.1% | $2,565-41.7% |
| Participant deferral / active EE | $2,466 | $3,423-28.0% | $5,568-55.7% | $3,952-37.6% |
| Admin fee / account holder | $687 | $7,213-90.5% | $16,237-95.8% | $6,260-89.0% |