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 | $30,154 | $108,825-72.3% | $156,181-80.7% | $82,448-63.4% |
| Participation rate | 68.0% | 72.4%-4.4pp | 78.8%-10.8pp | 68.1%-0.1pp |
| Annual return | 19.31% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,100 | $2,870+42.9% | $4,294-4.5% | $2,551+60.7% |
| Participant deferral / active EE | $7,578 | $4,577+65.6% | $6,132+23.6% | $4,139+83.1% |
| Admin fee / account holder | $1,711 | $9,341-81.7% | $14,586-88.3% | $7,234-76.3% |