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 | $23,881 | $86,929-72.5% | $102,423-76.7% | $80,856-70.5% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.6%-1.6pp |
| Annual return | 16.11% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,536 | $2,369-35.2% | $3,023-49.2% | $2,755-44.2% |
| Participant deferral / active EE | $2,461 | $4,118-40.2% | $5,053-51.3% | $4,296-42.7% |
| Admin fee / account holder | $858 | $8,049-89.3% | $9,451-90.9% | $6,918-87.6% |