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 6-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 | $8,854 | $72,012-87.7% | $185,823-95.2% | $79,858-88.9% |
| Participation rate | 40.8% | 65.8%-25.0pp | 78.0%-37.2pp | 69.6%-28.8pp |
| Annual return | 35.74% | 23.12%+12.6pp | 35.95%-0.2pp | 31.71%+4.0pp |
| Employer contribution / active EE | $1,031 | $1,965-47.5% | $4,087-74.8% | $2,471-58.3% |
| Participant deferral / active EE | $1,288 | $3,779-65.9% | $5,632-77.1% | $3,740-65.6% |
| Admin fee / account holder | $1,235 | $4,513-72.6% | $9,500-87.0% | $5,306-76.7% |