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 | $15,714 | $50,637-69.0% | $86,590-81.9% | $62,292-74.8% |
| Participation rate | 32.4% | 67.9%-35.5pp | 73.5%-41.1pp | 69.5%-37.1pp |
| Annual return | 25.42% | 20.80%+4.6pp | 964.84%-939.4pp | 28.90%-3.5pp |
| Employer contribution / active EE | $820 | $2,075-60.5% | $2,839-71.1% | $2,042-59.9% |
| Participant deferral / active EE | $1,489 | $2,611-43.0% | $3,609-58.7% | $3,169-53.0% |
| Admin fee / account holder | $625 | $413+51.2% | $4,906-87.3% | $479+30.3% |