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 | $9,795 | $58,523-83.3% | $99,443-90.2% | $72,985-86.6% |
| Participation rate | 65.4% | 64.6%+0.8pp | 73.8%-8.4pp | 69.5%-4.1pp |
| Annual return | 57.59% | 28.51%+29.1pp | 30.72%+26.9pp | 81.00%-23.4pp |
| Employer contribution / active EE | $1,451 | $1,512-4.1% | $2,540-42.9% | $2,440-40.5% |
| Participant deferral / active EE | $2,656 | $2,606+1.9% | $3,619-26.6% | $3,607-26.4% |
| Admin fee / account holder | $526 | $4,102-87.2% | $6,250-91.6% | $5,124-89.7% |