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 | $7,990 | $63,346-87.4% | $92,233-91.3% | $70,131-88.6% |
| Participation rate | 43.9% | 68.7%-24.8pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 14.98% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $557 | $2,471-77.5% | $3,679-84.9% | $2,342-76.2% |
| Participant deferral / active EE | $1,524 | $2,854-46.6% | $3,897-60.9% | $3,332-54.3% |
| Admin fee / account holder | $374 | $3,840-90.3% | $5,194-92.8% | $4,645-92.0% |