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 | $24,649 | $98,750-75.0% | $149,696-83.5% | $79,858-69.1% |
| Participation rate | 53.5% | 75.8%-22.3pp | 82.5%-29.0pp | 69.6%-16.1pp |
| Annual return | 25.26% | 27.43%-2.2pp | 276.60%-251.3pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,062 | $3,216-67.0% | $4,644-77.1% | $2,471-57.0% |
| Participant deferral / active EE | $4,980 | $5,680-12.3% | $6,842-27.2% | $3,740+33.2% |
| Admin fee / account holder | $300 | $6,053-95.0% | $9,309-96.8% | $5,306-94.3% |