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 | $21,561 | $157,256-86.3% | $141,162-84.7% | $152,861-85.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 34.21% | 64.32%-30.1pp | 71.39%-37.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,242 | $5,261-76.4% | $4,735-73.8% | $4,762-73.9% |
| Participant deferral / active EE | $5,175 | $7,109-27.2% | $6,709-22.9% | $5,850-11.5% |
| Admin fee / account holder | $415 | $12,120-96.6% | $10,261-96.0% | $11,596-96.4% |