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 | $13,443 | $127,777-89.5% | $106,548-87.4% | $167,490-92.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 12.96% | 33.87%-20.9pp | 26.80%-13.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $961 | $3,427-72.0% | $2,819-65.9% | $4,837-80.1% |
| Participant deferral / active EE | $2,041 | $5,087-59.9% | $4,398-53.6% | $6,341-67.8% |
| Admin fee / account holder | $1,866 | $11,228-83.4% | $7,407-74.8% | $12,309-84.8% |