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 | $20,872 | $81,446-74.4% | $103,374-79.8% | $80,874-74.2% |
| Participation rate | 69.5% | 66.9%+2.7pp | 74.5%-5.0pp | 67.6%+1.9pp |
| Annual return | 14.61% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,205 | $3,107-61.2% | $3,869-68.8% | $2,756-56.3% |
| Participant deferral / active EE | $1,881 | $3,870-51.4% | $5,058-62.8% | $4,297-56.2% |
| Admin fee / account holder | $9,352 | $6,715+39.3% | $8,394+11.4% | $6,935+34.8% |