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 | $19,142 | $96,965-80.3% | $97,995-80.5% | $147,584-87.0% |
| Participation rate | 55.6% | 83.6%-28.1pp | 82.4%-26.8pp | 82.8%-27.3pp |
| Annual return | 13.55% | 24.11%-10.6pp | 23.94%-10.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $15,593 | $4,536+243.7% | $4,158+275.0% | $4,876+219.8% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $536 | $8,120-93.4% | $5,943-91.0% | $10,885-95.1% |