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 | $16,824 | $63,346-73.4% | $92,233-81.8% | $70,131-76.0% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 19.61% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,214 | $2,471-50.9% | $3,679-67.0% | $2,342-48.2% |
| Participant deferral / active EE | $2,256 | $2,854-20.9% | $3,897-42.1% | $3,332-32.3% |
| Admin fee / account holder | $637 | $3,840-83.4% | $5,194-87.7% | $4,645-86.3% |