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 | $17,189 | $71,192-75.9% | $117,854-85.4% | $62,292-72.4% |
| Participation rate | 64.8% | 74.2%-9.5pp | 79.7%-14.9pp | 69.5%-4.8pp |
| Annual return | 15.82% | 18.66%-2.8pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,709 | $1,934-11.6% | $3,786-54.9% | $2,042-16.3% |
| Participant deferral / active EE | $3,159 | $3,189-0.9% | $4,482-29.5% | $3,169-0.3% |
| Admin fee / account holder | $481 | $587-18.0% | $8,020-94.0% | $479+0.4% |