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 | $19,610 | $89,355-78.1% | $141,162-86.1% | $72,985-73.1% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 29.48% | 111.85%-82.4pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $1,006 | $3,114-67.7% | $4,735-78.7% | $2,440-58.8% |
| Participant deferral / active EE | $2,965 | $5,418-45.3% | $6,709-55.8% | $3,607-17.8% |
| Admin fee / account holder | $3,154 | $5,958-47.1% | $10,261-69.3% | $5,124-38.4% |