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 | $10,158 | $228,332-95.6% | $185,823-94.5% | $158,922-93.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 30.72% | 40.80%-10.1pp | 35.95%-5.2pp | 302.83%-272.1pp |
| Employer contribution / active EE | $1,446 | $4,967-70.9% | $4,087-64.6% | $4,761-69.6% |
| Participant deferral / active EE | $1,990 | $6,415-69.0% | $5,632-64.7% | $5,982-66.7% |
| Admin fee / account holder | $2,687 | $11,864-77.4% | $9,500-71.7% | $11,246-76.1% |