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 | $10,316 | $98,750-89.6% | $149,696-93.1% | $79,858-87.1% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.3pp |
| Annual return | 50.33% | 27.43%+22.9pp | 276.60%-226.3pp | 31.71%+18.6pp |
| Employer contribution / active EE | $1,266 | $3,216-60.6% | $4,644-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,718 | $5,680-52.2% | $6,842-60.3% | $3,740-27.3% |
| Admin fee / account holder | $371 | $6,053-93.9% | $9,309-96.0% | $5,306-93.0% |