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 4-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 | $26,951 | $94,625-71.5% | $116,228-76.8% | $84,808-68.2% |
| Participation rate | 69.0% | 70.4%-1.4pp | 74.6%-5.5pp | 68.3%+0.7pp |
| Annual return | 31.02% | 20.40%+10.6pp | 90.06%-59.0pp | 40.90%-9.9pp |
| Employer contribution / active EE | $1,983 | $2,347-15.5% | $2,994-33.8% | $2,631-24.6% |
| Participant deferral / active EE | $2,497 | $3,972-37.1% | $4,953-49.6% | $4,212-40.7% |
| Admin fee / account holder | $3,285 | $10,091-67.5% | $11,989-72.6% | $7,344-55.3% |