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 | $20,537 | $99,957-79.5% | $149,696-86.3% | $73,488-72.1% |
| Participation rate | 51.1% | 75.7%-24.6pp | 82.5%-31.3pp | 70.7%-19.6pp |
| Annual return | 43.96% | 53.87%-9.9pp | 276.60%-232.6pp | 28.51%+15.4pp |
| Employer contribution / active EE | $1,252 | $3,191-60.8% | $4,644-73.0% | $2,270-44.9% |
| Participant deferral / active EE | $3,442 | $6,073-43.3% | $6,842-49.7% | $3,740-8.0% |
| Admin fee / account holder | $1,016 | $551+84.6% | $9,309-89.1% | $513+98.1% |