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 8-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 | $10,942 | $85,202-87.2% | $172,739-93.7% | $72,985-85.0% |
| Participation rate | 41.9% | 70.1%-28.2pp | 82.6%-40.8pp | 69.5%-27.6pp |
| Annual return | 36.83% | 27.32%+9.5pp | 802.84%-766.0pp | 81.00%-44.2pp |
| Employer contribution / active EE | $978 | $3,324-70.6% | $5,143-81.0% | $2,440-59.9% |
| Participant deferral / active EE | $1,762 | $3,260-46.0% | $5,198-66.1% | $3,607-51.2% |
| Admin fee / account holder | $996 | $5,884-83.1% | $13,954-92.9% | $5,124-80.6% |