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 | $7,268 | $72,012-89.9% | $185,823-96.1% | $79,858-90.9% |
| Participation rate | 69.2% | 65.8%+3.5pp | 78.0%-8.8pp | 69.6%-0.4pp |
| Annual return | 21.44% | 23.12%-1.7pp | 35.95%-14.5pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,196 | $3,779-41.9% | $5,632-61.0% | $3,740-41.3% |
| Admin fee / account holder | $526 | $4,513-88.4% | $9,500-94.5% | $5,306-90.1% |