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 6-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 | $10,883 | $62,573-82.6% | $85,682-87.3% | $85,850-87.3% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.9%-1.9pp | 69.3%-1.4pp |
| Annual return | 15.23% | 23.77%-8.5pp | 21.49%-6.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,171 | $1,757-33.3% | $2,618-55.3% | $2,565-54.3% |
| Participant deferral / active EE | $2,319 | $2,802-17.3% | $3,923-40.9% | $3,952-41.3% |
| Admin fee / account holder | $1,331 | $4,640-71.3% | $6,873-80.6% | $6,260-78.7% |