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 | $9,132 | $81,632-88.8% | $70,449-87.0% | $158,922-94.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 12.79% | 208.40%-195.6pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,805 | $3,217-43.9% | $2,737-34.0% | $4,761-62.1% |
| Participant deferral / active EE | $2,299 | $4,554-49.5% | $3,709-38.0% | $5,982-61.6% |
| Admin fee / account holder | $1,628 | $6,193-73.7% | $3,845-57.7% | $11,246-85.5% |