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 | $10,102 | $85,202-88.1% | $172,739-94.2% | $72,985-86.2% |
| Participation rate | 42.1% | 70.1%-28.0pp | 82.6%-40.5pp | 69.5%-27.4pp |
| Annual return | 16.67% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.3pp |
| Employer contribution / active EE | $427 | $3,324-87.1% | $5,143-91.7% | $2,440-82.5% |
| Participant deferral / active EE | $1,207 | $3,260-63.0% | $5,198-76.8% | $3,607-66.5% |
| Admin fee / account holder | $1,289 | $5,884-78.1% | $13,954-90.8% | $5,124-74.9% |