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 | $16,216 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.4%-17.4pp |
| Annual return | 51.88% | 64.32%-12.4pp | 71.39%-19.5pp | 345.32%-293.4pp |
| Employer contribution / active EE | $2,992 | $5,261-43.1% | $4,735-36.8% | $4,762-37.2% |
| Participant deferral / active EE | $5,387 | $7,109-24.2% | $6,709-19.7% | $5,850-7.9% |
| Admin fee / account holder | $612 | $12,120-95.0% | $10,261-94.0% | $11,596-94.7% |