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 7-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 | $9,775 | $107,934-90.9% | $91,989-89.4% | $152,861-93.6% |
| Participation rate | 68.2% | 81.2%-13.0pp | 78.6%-10.4pp | 82.4%-14.3pp |
| Annual return | 50.76% | 89.24%-38.5pp | 69.02%-18.3pp | 345.32%-294.6pp |
| Employer contribution / active EE | $1,378 | $4,210-67.3% | $3,452-60.1% | $4,762-71.1% |
| Participant deferral / active EE | $4,108 | $6,364-35.5% | $5,923-30.6% | $5,850-29.8% |
| Admin fee / account holder | $499 | $10,520-95.3% | $7,743-93.6% | $11,596-95.7% |