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 7-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 | $26,549 | $162,781-83.7% | $133,956-80.2% | $158,922-83.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 26.05% | 41.94%-15.9pp | 45.09%-19.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,083 | $4,975-58.1% | $3,919-46.8% | $4,761-56.2% |
| Participant deferral / active EE | $4,621 | $5,911-21.8% | $5,048-8.5% | $5,982-22.8% |
| Admin fee / account holder | $721 | $11,736-93.9% | $8,927-91.9% | $11,246-93.6% |