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 | $16,917 | $71,883-76.5% | $86,677-80.5% | $68,494-75.3% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -9.08% | 3.52%-12.6pp | 35.91%-45.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,734 | $2,173+71.8% | $2,836+31.6% | $2,596+43.8% |
| Participant deferral / active EE | $1,916 | $3,779-49.3% | $4,656-58.9% | $4,027-52.4% |
| Admin fee / account holder | $2,877 | $6,112-52.9% | $7,493-61.6% | $5,403-46.7% |