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 | $7,044 | $149,679-95.3% | $117,039-94.0% | $147,584-95.2% |
| Participation rate | 64.3% | 83.5%-19.2pp | 77.2%-12.9pp | 82.8%-18.5pp |
| Annual return | 26.15% | 19.31%+6.8pp | 18.95%+7.2pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,053 | $4,937-78.7% | $3,785-72.2% | $4,876-78.4% |
| Participant deferral / active EE | $1,636 | $4,912-66.7% | $3,929-58.4% | $5,439-69.9% |
| Admin fee / account holder | $763 | $7,856-90.3% | $5,974-87.2% | $10,885-93.0% |