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 | $16,716 | $69,977-76.1% | $108,579-84.6% | $62,891-73.4% |
| Participation rate | 56.9% | 72.9%-16.0pp | 79.6%-22.7pp | 69.3%-12.4pp |
| Annual return | 40.69% | 10.73%+30.0pp | -51.70%+92.4pp | 20.14%+20.5pp |
| Employer contribution / active EE | $2,865 | $2,135+34.2% | $3,758-23.8% | $2,281+25.6% |
| Participant deferral / active EE | $4,113 | $3,165+30.0% | $4,311-4.6% | $3,203+28.4% |
| Admin fee / account holder | $1,109 | $5,076-78.1% | $7,645-85.5% | $4,296-74.2% |