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 8-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 | $43,389 | $138,562-68.7% | $246,525-82.4% | $116,875-62.9% |
| Participation rate | 48.9% | 72.8%-23.9pp | 82.0%-33.1pp | 74.5%-25.7pp |
| Annual return | 12.52% | 16.14%-3.6pp | 0.46%+12.1pp | 16.29%-3.8pp |
| Employer contribution / active EE | $1,574 | $4,835-67.4% | $7,467-78.9% | $3,288-52.1% |
| Participant deferral / active EE | $3,030 | $4,207-28.0% | $5,422-44.1% | $3,885-22.0% |
| Admin fee / account holder | $5,658 | $18,110-68.8% | $16,551-65.8% | $12,263-53.9% |