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 | $27,721 | $81,208-65.9% | $98,907-72.0% | $79,858-65.3% |
| Participation rate | 57.5% | 72.5%-15.0pp | 76.0%-18.5pp | 69.6%-12.1pp |
| Annual return | 22.60% | 60.99%-38.4pp | 196.43%-173.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,140 | $1,960+60.2% | $2,689+16.8% | $2,471+27.1% |
| Participant deferral / active EE | $1,729 | $3,265-47.1% | $4,244-59.3% | $3,740-53.8% |
| Admin fee / account holder | $665 | $6,013-88.9% | $6,642-90.0% | $5,306-87.5% |