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 | $16,712 | $198,466-91.6% | $170,442-90.2% | $147,584-88.7% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 15.83% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,402 | $6,184-77.3% | $5,433-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $2,398 | $5,629-57.4% | $4,939-51.4% | $5,439-55.9% |
| Admin fee / account holder | $2,923 | $16,852-82.7% | $13,880-78.9% | $10,885-73.1% |