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 6-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 | $7,243 | $217,402-96.7% | $185,823-96.1% | $167,490-95.7% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 27.24% | 148.36%-121.1pp | 122.05%-94.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $1,380 | $5,873-76.5% | $5,167-73.3% | $4,837-71.5% |
| Participant deferral / active EE | $3,976 | $6,356-37.5% | $5,568-28.6% | $6,341-37.3% |
| Admin fee / account holder | $1,388 | $19,811-93.0% | $16,237-91.4% | $12,309-88.7% |