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 3-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 | $14,261 | $117,841-87.9% | $102,423-86.1% | $145,922-90.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 44.88% | 31.65%+13.2pp | 29.32%+15.6pp | 561.29%-516.4pp |
| Employer contribution / active EE | $6,060 | $3,615+67.7% | $3,023+100.5% | $4,660+30.1% |
| Participant deferral / active EE | $8,299 | $5,731+44.8% | $5,053+64.2% | $6,688+24.1% |
| Admin fee / account holder | $1,371 | $13,326-89.7% | $9,451-85.5% | $13,397-89.8% |