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 | $18,576 | $85,766-78.3% | $136,294-86.4% | $70,131-73.5% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 40.57% | 31.45%+9.1pp | 5155.94%-5115.4pp | 73.14%-32.6pp |
| Employer contribution / active EE | $1,410 | $2,966-52.4% | $4,695-70.0% | $2,342-39.8% |
| Participant deferral / active EE | $2,450 | $5,051-51.5% | $6,247-60.8% | $3,332-26.5% |
| Admin fee / account holder | $3,781 | $5,420-30.2% | $9,243-59.1% | $4,645-18.6% |