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 9-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 | $12,785 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 28.93% | 27.32%+1.6pp | 802.84%-773.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $679 | $3,324-79.6% | $5,143-86.8% | $2,440-72.2% |
| Participant deferral / active EE | $1,989 | $3,260-39.0% | $5,198-61.7% | $3,607-44.9% |
| Admin fee / account holder | $315 | $5,884-94.6% | $13,954-97.7% | $5,124-93.9% |