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 | $21,508 | $85,766-74.9% | $136,294-84.2% | $70,131-69.3% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 23.45% | 31.45%-8.0pp | 5155.94%-5132.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $844 | $2,966-71.5% | $4,695-82.0% | $2,342-64.0% |
| Participant deferral / active EE | $2,831 | $5,051-44.0% | $6,247-54.7% | $3,332-15.0% |
| Admin fee / account holder | $559 | $5,420-89.7% | $9,243-94.0% | $4,645-88.0% |