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 | $20,378 | $67,606-69.9% | $82,313-75.2% | $70,131-70.9% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 124.34% | 21.57%+102.8pp | 25.88%+98.5pp | 73.14%+51.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,512 | $2,987+218.4% | $3,706+156.7% | $3,332+185.5% |
| Admin fee / account holder | $1,005 | $4,512-77.7% | $5,608-82.1% | $4,645-78.4% |