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 | $12,929 | $63,346-79.6% | $92,233-86.0% | $70,131-81.6% |
| Participation rate | 67.6% | 68.7%-1.0pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 15.25% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,713 | $2,471+9.8% | $3,679-26.3% | $2,342+15.8% |
| Participant deferral / active EE | $2,225 | $2,854-22.0% | $3,897-42.9% | $3,332-33.2% |
| Admin fee / account holder | $1,359 | $3,840-64.6% | $5,194-73.8% | $4,645-70.8% |