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 8-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 | $21,681 | $86,286-74.9% | $111,297-80.5% | $85,850-74.7% |
| Participation rate | 64.7% | 73.3%-8.6pp | 77.3%-12.6pp | 69.3%-4.6pp |
| Annual return | 15.33% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,334 | $2,043-34.7% | $2,731-51.1% | $2,565-48.0% |
| Participant deferral / active EE | $3,244 | $3,641-10.9% | $4,487-27.7% | $3,952-17.9% |
| Admin fee / account holder | $600 | $8,188-92.7% | $7,964-92.5% | $6,260-90.4% |