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 | $7,724 | $65,365-88.2% | $92,893-91.7% | $72,985-89.4% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 50.88% | 42.10%+8.8pp | 109.41%-58.5pp | 81.00%-30.1pp |
| Employer contribution / active EE | $884 | $2,594-65.9% | $3,653-75.8% | $2,440-63.7% |
| Participant deferral / active EE | $2,470 | $3,128-21.0% | $4,236-41.7% | $3,607-31.5% |
| Admin fee / account holder | $629 | $4,251-85.2% | $5,794-89.1% | $5,124-87.7% |