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 | $9,715 | $121,625-92.0% | $104,607-90.7% | $158,922-93.9% |
| Participation rate | 69.2% | 77.5%-8.3pp | 74.1%-4.8pp | 82.0%-12.7pp |
| Annual return | 23.66% | 465.26%-441.6pp | 340.46%-316.8pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,755 | $3,163-12.9% | $2,681+2.8% | $4,761-42.1% |
| Participant deferral / active EE | $3,365 | $4,177-19.4% | $3,740-10.0% | $5,982-43.7% |
| Admin fee / account holder | $1,818 | $7,787-76.7% | $6,473-71.9% | $11,246-83.8% |