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 | $18,185 | $89,355-79.6% | $141,162-87.1% | $72,985-75.1% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.5%-24.6pp | 69.5%-11.6pp |
| Annual return | 29.82% | 111.85%-82.0pp | 71.39%-41.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,897 | $3,114-39.1% | $4,735-59.9% | $2,440-22.3% |
| Participant deferral / active EE | $3,829 | $5,418-29.3% | $6,709-42.9% | $3,607+6.1% |
| Admin fee / account holder | $1,241 | $5,958-79.2% | $10,261-87.9% | $5,124-75.8% |