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 7-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 | $8,181 | $70,669-88.4% | $169,368-95.2% | $75,163-89.1% |
| Participation rate | 67.7% | 64.8%+3.0pp | 77.1%-9.4pp | 67.2%+0.6pp |
| Annual return | 21.69% | 36.36%-14.7pp | 405.60%-383.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,098 | $2,211-50.3% | $4,013-72.6% | $2,670-58.9% |
| Participant deferral / active EE | $1,760 | $4,311-59.2% | $6,221-71.7% | $4,125-57.3% |
| Admin fee / account holder | $880 | $5,402-83.7% | $9,003-90.2% | $5,651-84.4% |