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 5-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 | $13,037 | $210,648-93.8% | $177,989-92.7% | $145,922-91.1% |
| Participation rate | 45.8% | 80.8%-34.9pp | 77.1%-31.3pp | 80.3%-34.4pp |
| Annual return | 11.03% | 385.86%-374.8pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,529 | $4,565-66.5% | $3,949-61.3% | $4,660-67.2% |
| Participant deferral / active EE | $2,140 | $6,958-69.2% | $6,276-65.9% | $6,688-68.0% |
| Admin fee / account holder | $7,744 | $12,013-35.5% | $10,363-25.3% | $13,397-42.2% |