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 | $8,752 | $91,190-90.4% | $178,490-95.1% | $79,858-89.0% |
| Participation rate | 55.6% | 69.2%-13.6pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 20.36% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $919 | $3,256-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $1,577 | $3,236-51.3% | $5,202-69.7% | $3,740-57.8% |
| Admin fee / account holder | $577 | $6,751-91.5% | $13,984-95.9% | $5,306-89.1% |