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 | $17,214 | $85,766-79.9% | $136,294-87.4% | $70,131-75.5% |
| Participation rate | 30.0% | 74.2%-44.2pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 29.84% | 31.45%-1.6pp | 5155.94%-5126.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $819 | $2,966-72.4% | $4,695-82.6% | $2,342-65.1% |
| Participant deferral / active EE | $2,986 | $5,051-40.9% | $6,247-52.2% | $3,332-10.4% |
| Admin fee / account holder | $1,384 | $5,420-74.5% | $9,243-85.0% | $4,645-70.2% |