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 | $16,342 | $165,335-90.1% | $149,696-89.1% | $158,922-89.7% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 117.94% | 348.15%-230.2pp | 276.60%-158.7pp | 302.83%-184.9pp |
| Employer contribution / active EE | $1,696 | $5,103-66.8% | $4,644-63.5% | $4,761-64.4% |
| Participant deferral / active EE | $3,712 | $7,181-48.3% | $6,842-45.7% | $5,982-37.9% |
| Admin fee / account holder | $2,602 | $10,807-75.9% | $9,309-72.1% | $11,246-76.9% |