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 | $23,723 | $86,286-72.5% | $111,297-78.7% | $85,850-72.4% |
| Participation rate | 48.6% | 73.3%-24.8pp | 77.3%-28.7pp | 69.3%-20.7pp |
| Annual return | 22.03% | 19.99%+2.0pp | 54.65%-32.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $1,710 | $2,043-16.3% | $2,731-37.4% | $2,565-33.3% |
| Participant deferral / active EE | $4,114 | $3,641+13.0% | $4,487-8.3% | $3,952+4.1% |
| Admin fee / account holder | $2,405 | $8,188-70.6% | $7,964-69.8% | $6,260-61.6% |