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 | $18,913 | $67,606-72.0% | $82,313-77.0% | $70,131-73.0% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 22.10% | 21.57%+0.5pp | 25.88%-3.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,000 | $1,755-43.0% | $2,428-58.8% | $2,342-57.3% |
| Participant deferral / active EE | $2,621 | $2,987-12.3% | $3,706-29.3% | $3,332-21.3% |
| Admin fee / account holder | $1,858 | $4,512-58.8% | $5,608-66.9% | $4,645-60.0% |