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 | $10,982 | $80,968-86.4% | $96,544-88.6% | $75,163-85.4% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 13.08% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,099 | $2,282-51.8% | $2,965-62.9% | $2,670-58.8% |
| Participant deferral / active EE | $2,200 | $3,928-44.0% | $4,851-54.7% | $4,125-46.7% |
| Admin fee / account holder | $570 | $6,724-91.5% | $8,252-93.1% | $5,651-89.9% |