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 | $21,662 | $102,317-78.8% | $146,958-85.3% | $80,856-73.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,508 | $3,713-59.4% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $3,025 | $6,644-54.5% | $8,070-62.5% | $4,296-29.6% |
| Admin fee / account holder | $3,537 | $7,941-55.5% | $12,998-72.8% | $6,918-48.9% |