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 | $21,579 | $85,766-74.8% | $136,294-84.2% | $70,131-69.2% |
| Participation rate | 65.2% | 74.2%-8.9pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 39.63% | 31.45%+8.2pp | 5155.94%-5116.3pp | 73.14%-33.5pp |
| Employer contribution / active EE | $1,184 | $2,966-60.1% | $4,695-74.8% | $2,342-49.5% |
| Participant deferral / active EE | $6,100 | $5,051+20.8% | $6,247-2.4% | $3,332+83.1% |
| Admin fee / account holder | $1,537 | $5,420-71.6% | $9,243-83.4% | $4,645-66.9% |