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 | $9,835 | $105,931-90.7% | $81,930-88.0% | $158,922-93.8% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 12.68% | 38.17%-25.5pp | 29.49%-16.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $741 | $7,800-90.5% | $4,310-82.8% | $4,761-84.4% |
| Participant deferral / active EE | $990 | $13,003-92.4% | $7,107-86.1% | $5,982-83.5% |
| Admin fee / account holder | $6,760 | $8,489-20.4% | $5,158+31.1% | $11,246-39.9% |