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 | $20,418 | $98,750-79.3% | $149,696-86.4% | $79,858-74.4% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.6pp | 69.6%-6.8pp |
| Annual return | 28.17% | 27.43%+0.7pp | 276.60%-248.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $1,010 | $3,216-68.6% | $4,644-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $3,327 | $5,680-41.4% | $6,842-51.4% | $3,740-11.1% |
| Admin fee / account holder | $2,086 | $6,053-65.5% | $9,309-77.6% | $5,306-60.7% |