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 7-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 | $15,109 | $65,395-76.9% | $182,532-91.7% | $72,985-79.3% |
| Participation rate | 67.9% | 65.4%+2.4pp | 78.0%-10.1pp | 69.5%-1.6pp |
| Annual return | 59.43% | 27.68%+31.7pp | 148.54%-89.1pp | 81.00%-21.6pp |
| Employer contribution / active EE | $2,378 | $1,911+24.4% | $4,076-41.7% | $2,440-2.5% |
| Participant deferral / active EE | $6,444 | $3,563+80.9% | $5,524+16.7% | $3,607+78.6% |
| Admin fee / account holder | $1,643 | $4,245-61.3% | $8,592-80.9% | $5,124-67.9% |