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 | $13,480 | $105,998-87.3% | $92,233-85.4% | $147,584-90.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 59.38% | 50.05%+9.3pp | 176.28%-116.9pp | 578.55%-519.2pp |
| Employer contribution / active EE | $2,281 | $4,333-47.3% | $3,679-38.0% | $4,876-53.2% |
| Participant deferral / active EE | $1,129 | $4,478-74.8% | $3,897-71.0% | $5,439-79.2% |
| Admin fee / account holder | $4,412 | $6,332-30.3% | $5,194-15.0% | $10,885-59.5% |