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 7-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 | $21,631 | $87,013-75.1% | $106,213-79.6% | $80,856-73.2% |
| Participation rate | 68.2% | 70.4%-2.3pp | 75.3%-7.1pp | 67.6%+0.5pp |
| Annual return | 15.76% | 17.05%-1.3pp | 116.14%-100.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,320 | $2,395-44.9% | $3,171-58.4% | $2,755-52.1% |
| Participant deferral / active EE | $4,581 | $3,986+14.9% | $5,016-8.7% | $4,296+6.6% |
| Admin fee / account holder | $1,843 | $8,431-78.1% | $11,033-83.3% | $6,918-73.4% |