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 | $22,295 | $85,766-74.0% | $136,294-83.6% | $70,131-68.2% |
| Participation rate | 38.2% | 74.2%-35.9pp | 81.9%-43.7pp | 69.5%-31.3pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,346 | $2,966-20.9% | $4,695-50.0% | $2,342+0.2% |
| Participant deferral / active EE | $4,614 | $5,051-8.7% | $6,247-26.1% | $3,332+38.5% |
| Admin fee / account holder | $1,254 | $5,420-76.9% | $9,243-86.4% | $4,645-73.0% |