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 | $16,689 | $72,277-76.9% | $101,248-83.5% | $79,858-79.1% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 22.45% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.3pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $2,934 | $3,282-10.6% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $740 | $4,400-83.2% | $5,945-87.6% | $5,306-86.1% |