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 | $22,691 | $105,181-78.4% | $159,436-85.8% | $85,850-73.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 24.50% | 45.07%-20.6pp | 263.57%-239.1pp | 318.53%-294.0pp |
| Employer contribution / active EE | $957 | $3,318-71.2% | $4,829-80.2% | $2,565-62.7% |
| Participant deferral / active EE | $4,432 | $5,945-25.5% | $7,352-39.7% | $3,952+12.1% |
| Admin fee / account holder | $1,355 | $6,933-80.5% | $10,799-87.5% | $6,260-78.4% |