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 7-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 | $20,301 | $227,553-91.1% | $189,557-89.3% | $167,490-87.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 22.07% | 78.40%-56.3pp | 64.17%-42.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,631 | $5,316-69.3% | $4,412-63.0% | $4,837-66.3% |
| Participant deferral / active EE | $8,029 | $7,002+14.7% | $6,174+30.1% | $6,341+26.6% |
| Admin fee / account holder | $1,734 | $11,878-85.4% | $9,807-82.3% | $12,309-85.9% |