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 | $12,436 | $72,177-82.8% | $115,037-89.2% | $59,632-79.1% |
| Participation rate | 68.4% | 72.6%-4.1pp | 81.4%-12.9pp | 68.7%-0.3pp |
| Annual return | 18.16% | 12.02%+6.1pp | 26.14%-8.0pp | 2041.28%-2023.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,284 | $4,783+31.4% | $6,026+4.3% | $3,192+96.9% |
| Admin fee / account holder | $2,962 | $4,927-39.9% | $8,175-63.8% | $4,297-31.1% |