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 10-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 | $13,212 | $110,257-88.0% | $96,544-86.3% | $139,434-90.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 24.77% | 26.32%-1.6pp | 25.84%-1.1pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,539 | $3,620-57.5% | $2,965-48.1% | $4,751-67.6% |
| Participant deferral / active EE | $1,977 | $5,548-64.4% | $4,851-59.2% | $6,710-70.5% |
| Admin fee / account holder | $355 | $11,591-96.9% | $8,252-95.7% | $11,403-96.9% |