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 | $29,814 | $99,985-70.2% | $146,665-79.7% | $85,850-65.3% |
| Participation rate | 53.6% | 73.1%-19.5pp | 80.1%-26.5pp | 69.3%-15.7pp |
| Annual return | 15.80% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,857 | $2,559-27.4% | $4,136-55.1% | $2,565-27.6% |
| Participant deferral / active EE | $5,364 | $4,006+33.9% | $5,506-2.6% | $3,952+35.7% |
| Admin fee / account holder | $6,394 | $7,702-17.0% | $10,280-37.8% | $6,260+2.2% |