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 | $18,862 | $78,672-76.0% | $109,143-82.7% | $85,850-78.0% |
| Participation rate | 67.6% | 68.3%-0.7pp | 75.9%-8.3pp | 69.3%-1.7pp |
| Annual return | 15.98% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,142 | $2,735-21.7% | $3,722-42.5% | $2,565-16.5% |
| Participant deferral / active EE | $5,014 | $3,467+44.6% | $4,653+7.7% | $3,952+26.9% |
| Admin fee / account holder | $1,354 | $5,469-75.2% | $6,752-79.9% | $6,260-78.4% |