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 | $14,836 | $165,912-91.1% | $122,332-87.9% | $147,584-89.9% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 17.34% | 34.55%-17.2pp | 30.27%-12.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $896 | $5,754-84.4% | $4,050-77.9% | $4,876-81.6% |
| Participant deferral / active EE | $1,624 | $4,005-59.5% | $3,287-50.6% | $5,439-70.1% |
| Admin fee / account holder | $632 | $7,424-91.5% | $5,478-88.5% | $10,885-94.2% |