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 | $18,733 | $64,348-70.9% | $90,160-79.2% | $70,131-73.3% |
| Participation rate | 64.4% | 70.4%-6.0pp | 76.9%-12.4pp | 69.5%-5.1pp |
| Annual return | 40.60% | 28.13%+12.5pp | 34.88%+5.7pp | 73.14%-32.5pp |
| Employer contribution / active EE | $3,025 | $2,046+47.9% | $3,318-8.8% | $2,342+29.1% |
| Participant deferral / active EE | $6,663 | $4,389+51.8% | $5,288+26.0% | $3,332+100.0% |
| Admin fee / account holder | $1,436 | $3,944-63.6% | $5,943-75.8% | $4,645-69.1% |