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 8-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 | $15,669 | $73,933-78.8% | $96,683-83.8% | $75,163-79.2% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 15.86% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,114 | $2,928+108.8% | $3,737+63.6% | $2,670+129.0% |
| Participant deferral / active EE | $2,469 | $3,659-32.5% | $4,878-49.4% | $4,125-40.2% |
| Admin fee / account holder | $2,093 | $5,216-59.9% | $6,730-68.9% | $5,651-63.0% |