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 | $9,152 | $106,515-91.4% | $96,683-90.5% | $139,434-93.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 67.96% | 38.43%+29.5pp | 35.69%+32.3pp | 372.94%-305.0pp |
| Employer contribution / active EE | $1,184 | $4,103-71.1% | $3,737-68.3% | $4,751-75.1% |
| Participant deferral / active EE | $1,922 | $5,454-64.8% | $4,878-60.6% | $6,710-71.4% |
| Admin fee / account holder | $555 | $7,877-93.0% | $6,730-91.7% | $11,403-95.1% |