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 10-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 | $10,817 | $95,416-88.7% | $185,823-94.2% | $85,850-87.4% |
| Participation rate | 45.0% | 68.8%-23.8pp | 81.7%-36.7pp | 69.3%-24.3pp |
| Annual return | 13.68% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $757 | $3,314-77.2% | $5,167-85.4% | $2,565-70.5% |
| Participant deferral / active EE | $1,037 | $3,423-69.7% | $5,568-81.4% | $3,952-73.8% |
| Admin fee / account holder | $1,946 | $7,213-73.0% | $16,237-88.0% | $6,260-68.9% |