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 6-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 | $12,864 | $175,202-92.7% | $149,673-91.4% | $139,434-90.8% |
| Participation rate | 64.7% | 83.4%-18.7pp | 78.8%-14.1pp | 80.3%-15.6pp |
| Annual return | 17.52% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,986 | $5,474-63.7% | $4,818-58.8% | $4,751-58.2% |
| Participant deferral / active EE | $3,607 | $6,519-44.7% | $5,680-36.5% | $6,710-46.2% |
| Admin fee / account holder | $2,925 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |