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 | $25,366 | $94,625-73.2% | $116,228-78.2% | $84,808-70.1% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 20.16% | 20.40%-0.2pp | 90.06%-69.9pp | 40.90%-20.7pp |
| Employer contribution / active EE | $865 | $2,347-63.1% | $2,994-71.1% | $2,631-67.1% |
| Participant deferral / active EE | $5,592 | $3,972+40.8% | $4,953+12.9% | $4,212+32.8% |
| Admin fee / account holder | $7,454 | $10,091-26.1% | $11,989-37.8% | $7,344+1.5% |