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 | $29,287 | $198,466-85.2% | $170,442-82.8% | $147,584-80.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.95% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,834 | $6,184-21.8% | $5,433-11.0% | $4,876-0.9% |
| Participant deferral / active EE | $3,964 | $5,629-29.6% | $4,939-19.7% | $5,439-27.1% |
| Admin fee / account holder | $1,025 | $16,852-93.9% | $13,880-92.6% | $10,885-90.6% |