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 7-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 | $14,481 | $157,256-90.8% | $141,162-89.7% | $152,861-90.5% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 240.41% | 64.32%+176.1pp | 71.39%+169.0pp | 345.32%-104.9pp |
| Employer contribution / active EE | $3,621 | $5,261-31.2% | $4,735-23.5% | $4,762-24.0% |
| Participant deferral / active EE | $7,151 | $7,109+0.6% | $6,709+6.6% | $5,850+22.2% |
| Admin fee / account holder | $1,966 | $12,120-83.8% | $10,261-80.8% | $11,596-83.0% |