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 | $24,822 | $80,968-69.3% | $96,544-74.3% | $75,163-67.0% |
| Participation rate | 57.7% | 71.8%-14.0pp | 76.0%-18.2pp | 67.2%-9.5pp |
| Annual return | 14.52% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,357 | $2,282-40.5% | $2,965-54.2% | $2,670-49.2% |
| Participant deferral / active EE | $1,931 | $3,928-50.9% | $4,851-60.2% | $4,125-53.2% |
| Admin fee / account holder | $1,099 | $6,724-83.7% | $8,252-86.7% | $5,651-80.6% |