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 | $10,609 | $226,064-95.3% | $182,532-94.2% | $152,861-93.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 27.82% | 192.51%-164.7pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,063 | $4,978-78.6% | $4,076-73.9% | $4,762-77.7% |
| Participant deferral / active EE | $3,409 | $6,368-46.5% | $5,524-38.3% | $5,850-41.7% |
| Admin fee / account holder | $1,232 | $10,703-88.5% | $8,592-85.7% | $11,596-89.4% |