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 | $20,821 | $98,750-78.9% | $149,696-86.1% | $79,858-73.9% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 37.32% | 27.43%+9.9pp | 276.60%-239.3pp | 31.71%+5.6pp |
| Employer contribution / active EE | $2,016 | $3,216-37.3% | $4,644-56.6% | $2,471-18.4% |
| Participant deferral / active EE | $6,008 | $5,680+5.8% | $6,842-12.2% | $3,740+60.7% |
| Admin fee / account holder | $1,935 | $6,053-68.0% | $9,309-79.2% | $5,306-63.5% |