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 | $22,612 | $83,477-72.9% | $125,175-81.9% | $72,985-69.0% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.5%-13.1pp |
| Annual return | 25.97% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,619 | $2,345-31.0% | $3,865-58.1% | $2,440-33.7% |
| Participant deferral / active EE | $2,525 | $3,585-29.6% | $4,937-48.8% | $3,607-30.0% |
| Admin fee / account holder | $1,638 | $5,517-70.3% | $9,702-83.1% | $5,124-68.0% |