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 | $28,201 | $198,466-85.8% | $170,442-83.5% | $147,584-80.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.04% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,561 | $6,184-74.8% | $5,433-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $3,101 | $5,629-44.9% | $4,939-37.2% | $5,439-43.0% |
| Admin fee / account holder | $388 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |