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 8-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 | $13,675 | $55,706-75.5% | $75,886-82.0% | $72,985-81.3% |
| Participation rate | 31.8% | 61.1%-29.3pp | 69.3%-37.5pp | 69.5%-37.7pp |
| Annual return | 31.90% | 27.59%+4.3pp | 30.76%+1.1pp | 81.00%-49.1pp |
| Employer contribution / active EE | $784 | $1,687-53.5% | $2,500-68.6% | $2,440-67.9% |
| Participant deferral / active EE | $1,750 | $2,634-33.6% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $1,014 | $3,978-74.5% | $5,418-81.3% | $5,124-80.2% |