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 | $30,169 | $171,164-82.4% | $127,761-76.4% | $152,861-80.3% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.0%-25.7pp | 82.4%-29.1pp |
| Annual return | 24.40% | 23.54%+0.9pp | 26.14%-1.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,776 | $5,447-49.0% | $4,574-39.3% | $4,762-41.7% |
| Participant deferral / active EE | $4,009 | $7,038-43.0% | $6,021-33.4% | $5,850-31.5% |
| Admin fee / account holder | $3,216 | $14,530-77.9% | $9,395-65.8% | $11,596-72.3% |