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 | $10,424 | $98,750-89.4% | $149,696-93.0% | $79,858-86.9% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 28.84% | 27.43%+1.4pp | 276.60%-247.8pp | 31.71%-2.9pp |
| Employer contribution / active EE | $664 | $3,216-79.4% | $4,644-85.7% | $2,471-73.1% |
| Participant deferral / active EE | $2,658 | $5,680-53.2% | $6,842-61.2% | $3,740-28.9% |
| Admin fee / account holder | $854 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |