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 | $28,841 | $162,781-82.3% | $133,956-78.5% | $158,922-81.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 43.21% | 41.94%+1.3pp | 45.09%-1.9pp | 302.83%-259.6pp |
| Employer contribution / active EE | $1,437 | $4,975-71.1% | $3,919-63.3% | $4,761-69.8% |
| Participant deferral / active EE | $4,511 | $5,911-23.7% | $5,048-10.6% | $5,982-24.6% |
| Admin fee / account holder | $1,594 | $11,736-86.4% | $8,927-82.1% | $11,246-85.8% |