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 | $10,971 | $176,377-93.8% | $134,143-91.8% | $158,922-93.1% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 17.81% | 63.63%-45.8pp | 36.33%-18.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $412 | $5,040-91.8% | $3,704-88.9% | $4,761-91.3% |
| Participant deferral / active EE | $1,057 | $4,091-74.2% | $3,499-69.8% | $5,982-82.3% |
| Admin fee / account holder | $893 | $8,718-89.8% | $6,684-86.6% | $11,246-92.1% |