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 | $20,632 | $152,587-86.5% | $125,175-83.5% | $152,861-86.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 33.44% | 54.84%-21.4pp | 43.79%-10.4pp | 345.32%-311.9pp |
| Employer contribution / active EE | $1,537 | $4,946-68.9% | $3,865-60.2% | $4,762-67.7% |
| Participant deferral / active EE | $2,325 | $5,868-60.4% | $4,937-52.9% | $5,850-60.3% |
| Admin fee / account holder | $5,791 | $13,434-56.9% | $9,702-40.3% | $11,596-50.1% |