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 7-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 | $22,327 | $76,670-70.9% | $96,683-76.9% | $71,457-68.8% |
| Participation rate | 69.8% | 66.6%+3.2pp | 74.3%-4.5pp | 67.9%+1.9pp |
| Annual return | 21.29% | 48.29%-27.0pp | 35.69%-14.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,734 | $3,031-9.8% | $3,737-26.8% | $2,588+5.6% |
| Participant deferral / active EE | $2,422 | $3,771-35.8% | $4,878-50.3% | $4,289-43.5% |
| Admin fee / account holder | $2,318 | $2,028+14.3% | $6,730-65.5% | $1,587+46.1% |