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 | $13,269 | $106,890-87.6% | $84,015-84.2% | $152,861-91.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 23.30% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $812 | $2,734-70.3% | $1,983-59.1% | $4,762-83.0% |
| Participant deferral / active EE | $1,142 | $4,011-71.5% | $3,239-64.7% | $5,850-80.5% |
| Admin fee / account holder | $333 | $8,285-96.0% | $6,101-94.5% | $11,596-97.1% |