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 | $9,965 | $65,365-84.8% | $92,893-89.3% | $72,985-86.3% |
| Participation rate | 62.2% | 68.3%-6.2pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 29.20% | 42.10%-12.9pp | 109.41%-80.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $1,300 | $2,594-49.9% | $3,653-64.4% | $2,440-46.7% |
| Participant deferral / active EE | $2,033 | $3,128-35.0% | $4,236-52.0% | $3,607-43.6% |
| Admin fee / account holder | $303 | $4,251-92.9% | $5,794-94.8% | $5,124-94.1% |