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 | $7,339 | $63,764-88.5% | $81,930-91.0% | $79,858-90.8% |
| Participation rate | 65.8% | 67.5%-1.7pp | 72.0%-6.2pp | 69.6%-3.8pp |
| Annual return | 26.73% | 22.66%+4.1pp | 29.49%-2.8pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,252 | $1,795-30.3% | $4,310-71.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,130 | $2,780-23.4% | $7,107-70.0% | $3,740-43.1% |
| Admin fee / account holder | $312 | $4,426-93.0% | $5,158-94.0% | $5,306-94.1% |