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 | $5,030 | $48,795-89.7% | $65,493-92.3% | $84,808-94.1% |
| Participation rate | 62.2% | 67.0%-4.8pp | 73.1%-10.9pp | 68.3%-6.1pp |
| Annual return | 16.81% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $971 | $1,930-49.7% | $2,574-62.3% | $2,631-63.1% |
| Participant deferral / active EE | $1,575 | $2,928-46.2% | $3,961-60.2% | $4,212-62.6% |
| Admin fee / account holder | $999 | $3,877-74.2% | $5,028-80.1% | $7,344-86.4% |