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 | $16,348 | $154,117-89.4% | $129,995-87.4% | $139,434-88.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 22.98% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,179 | $5,289-58.8% | $4,320-49.6% | $4,751-54.1% |
| Participant deferral / active EE | $3,294 | $6,710-50.9% | $5,820-43.4% | $6,710-50.9% |
| Admin fee / account holder | $3,489 | $14,007-75.1% | $10,614-67.1% | $11,403-69.4% |