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 6-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 | $26,781 | $69,477-61.5% | $94,646-71.7% | $71,457-62.5% |
| Participation rate | 54.0% | 78.4%-24.4pp | 80.8%-26.8pp | 67.9%-13.9pp |
| Annual return | 87.02% | 29.66%+57.4pp | 156.71%-69.7pp | 28.85%+58.2pp |
| Employer contribution / active EE | $2,168 | $2,853-24.0% | $3,672-41.0% | $2,588-16.2% |
| Participant deferral / active EE | $4,091 | $7,345-44.3% | $7,418-44.8% | $4,289-4.6% |
| Admin fee / account holder | $1,983 | $1,210+64.0% | $7,231-72.6% | $1,587+25.0% |