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 | $26,238 | $81,474-67.8% | $133,956-80.4% | $73,488-64.3% |
| Participation rate | 60.8% | 76.4%-15.5pp | 79.8%-19.0pp | 70.7%-9.8pp |
| Annual return | 28.72% | 19.40%+9.3pp | 45.09%-16.4pp | 28.51%+0.2pp |
| Employer contribution / active EE | $1,380 | $2,209-37.5% | $3,919-64.8% | $2,270-39.2% |
| Participant deferral / active EE | $2,318 | $3,786-38.8% | $5,048-54.1% | $3,740-38.0% |
| Admin fee / account holder | $2,788 | $713+291.0% | $8,927-68.8% | $513+443.5% |