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 | $19,185 | $157,256-87.8% | $141,162-86.4% | $152,861-87.4% |
| Participation rate | 45.0% | 84.8%-39.8pp | 82.5%-37.5pp | 82.4%-37.4pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,609 | $5,261-69.4% | $4,735-66.0% | $4,762-66.2% |
| Participant deferral / active EE | $2,589 | $7,109-63.6% | $6,709-61.4% | $5,850-55.7% |
| Admin fee / account holder | $1,204 | $12,120-90.1% | $10,261-88.3% | $11,596-89.6% |