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 | $18,362 | $83,477-78.0% | $125,175-85.3% | $72,985-74.8% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 26.29% | 25.78%+0.5pp | 43.79%-17.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,321 | $2,345-43.7% | $3,865-65.8% | $2,440-45.9% |
| Participant deferral / active EE | $3,265 | $3,585-8.9% | $4,937-33.9% | $3,607-9.5% |
| Admin fee / account holder | $780 | $5,517-85.9% | $9,702-92.0% | $5,124-84.8% |