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 | $26,494 | $78,422-66.2% | $95,952-72.4% | $79,858-66.8% |
| Participation rate | 52.8% | 73.5%-20.7pp | 77.1%-24.3pp | 69.6%-16.9pp |
| Annual return | 23.35% | 19.37%+4.0pp | 91.61%-68.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,389 | $1,945-28.6% | $2,541-45.3% | $2,471-43.8% |
| Participant deferral / active EE | $2,458 | $3,440-28.5% | $4,167-41.0% | $3,740-34.3% |
| Admin fee / account holder | $3,801 | $5,622-32.4% | $6,795-44.1% | $5,306-28.4% |