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 | $18,580 | $85,766-78.3% | $136,294-86.4% | $70,131-73.5% |
| Participation rate | 43.3% | 74.2%-30.8pp | 81.9%-38.6pp | 69.5%-26.2pp |
| Annual return | 37.51% | 31.45%+6.1pp | 5155.94%-5118.4pp | 73.14%-35.6pp |
| Employer contribution / active EE | $2,254 | $2,966-24.0% | $4,695-52.0% | $2,342-3.8% |
| Participant deferral / active EE | $5,515 | $5,051+9.2% | $6,247-11.7% | $3,332+65.5% |
| Admin fee / account holder | $3,689 | $5,420-31.9% | $9,243-60.1% | $4,645-20.6% |