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 | $29,009 | $198,466-85.4% | $170,442-83.0% | $147,584-80.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 28.00% | 257.29%-229.3pp | 205.93%-177.9pp | 578.55%-550.6pp |
| Employer contribution / active EE | $3,585 | $6,184-42.0% | $5,433-34.0% | $4,876-26.5% |
| Participant deferral / active EE | $6,190 | $5,629+10.0% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $1,271 | $16,852-92.5% | $13,880-90.8% | $10,885-88.3% |