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 4-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 | $8,171 | $163,101-95.0% | $136,749-94.0% | $142,382-94.3% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 25.19% | 27.54%-2.4pp | 24.33%+0.9pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,660 | $4,117-59.7% | $3,400-51.2% | $4,299-61.4% |
| Participant deferral / active EE | $1,704 | $5,585-69.5% | $4,692-63.7% | $6,507-73.8% |
| Admin fee / account holder | $2,707 | $14,318-81.1% | $11,386-76.2% | $12,624-78.6% |