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 | $16,774 | $176,377-90.5% | $134,143-87.5% | $158,922-89.4% |
| Participation rate | 65.0% | 78.7%-13.7pp | 72.2%-7.2pp | 82.0%-17.0pp |
| Annual return | 14.38% | 63.63%-49.2pp | 36.33%-22.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,104 | $5,040-78.1% | $3,704-70.2% | $4,761-76.8% |
| Participant deferral / active EE | $2,850 | $4,091-30.3% | $3,499-18.5% | $5,982-52.4% |
| Admin fee / account holder | $619 | $8,718-92.9% | $6,684-90.7% | $11,246-94.5% |