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 | $16,165 | $228,332-92.9% | $185,823-91.3% | $158,922-89.8% |
| Participation rate | 68.8% | 82.3%-13.5pp | 78.0%-9.3pp | 82.0%-13.2pp |
| Annual return | 18.70% | 40.80%-22.1pp | 35.95%-17.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,879 | $4,967-62.2% | $4,087-54.0% | $4,761-60.5% |
| Participant deferral / active EE | $4,265 | $6,415-33.5% | $5,632-24.3% | $5,982-28.7% |
| Admin fee / account holder | $1,011 | $11,864-91.5% | $9,500-89.4% | $11,246-91.0% |