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 10-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 | $18,487 | $70,002-73.6% | $115,037-83.9% | $52,331-64.7% |
| Participation rate | 55.3% | 72.1%-16.8pp | 81.4%-26.0pp | 68.1%-12.8pp |
| Annual return | 36.84% | 4.04%+32.8pp | 26.14%+10.7pp | 4.54%+32.3pp |
| Employer contribution / active EE | $2,992 | $2,715+10.2% | $4,608-35.1% | $1,882+59.0% |
| Participant deferral / active EE | $5,686 | $4,920+15.6% | $6,026-5.7% | $3,022+88.1% |
| Admin fee / account holder | $628 | $566+10.9% | $8,175-92.3% | $592+6.1% |