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 | $8,335 | $54,762-84.8% | $90,281-90.8% | $72,985-88.6% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 29.04% | 30.63%-1.6pp | 78.10%-49.1pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,509 | $2,092-27.9% | $2,854-47.1% | $2,440-38.2% |
| Participant deferral / active EE | $2,036 | $2,887-29.5% | $3,885-47.6% | $3,607-43.6% |
| Admin fee / account holder | $929 | $3,972-76.6% | $5,351-82.6% | $5,124-81.9% |