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 | $10,831 | $58,523-81.5% | $99,443-89.1% | $72,985-85.2% |
| Participation rate | 66.0% | 64.6%+1.3pp | 73.8%-7.9pp | 69.5%-3.5pp |
| Annual return | 35.16% | 28.51%+6.7pp | 30.72%+4.4pp | 81.00%-45.8pp |
| Employer contribution / active EE | $819 | $1,512-45.9% | $2,540-67.8% | $2,440-66.4% |
| Participant deferral / active EE | $3,407 | $2,606+30.7% | $3,619-5.9% | $3,607-5.6% |
| Admin fee / account holder | $1,346 | $4,102-67.2% | $6,250-78.5% | $5,124-73.7% |