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 | $16,634 | $65,561-74.6% | $86,188-80.7% | $75,163-77.9% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.4pp | 67.2%-9.6pp |
| Annual return | 14.97% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.6pp |
| Employer contribution / active EE | $487 | $1,553-68.6% | $2,380-79.5% | $2,670-81.8% |
| Participant deferral / active EE | $1,517 | $3,024-49.8% | $3,985-61.9% | $4,125-63.2% |
| Admin fee / account holder | $602 | $5,474-89.0% | $6,852-91.2% | $5,651-89.4% |