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 | $15,287 | $228,332-93.3% | $185,823-91.8% | $158,922-90.4% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 17.73% | 40.80%-23.1pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,919 | $4,967-61.4% | $4,087-53.1% | $4,761-59.7% |
| Participant deferral / active EE | $3,595 | $6,415-44.0% | $5,632-36.2% | $5,982-39.9% |
| Admin fee / account holder | $6,721 | $11,864-43.4% | $9,500-29.3% | $11,246-40.2% |