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 | $27,791 | $123,793-77.6% | $177,821-84.4% | $79,858-65.2% |
| Participation rate | 59.3% | 84.7%-25.4pp | 87.7%-28.5pp | 69.6%-10.4pp |
| Annual return | 36.60% | 22.82%+13.8pp | 48.32%-11.7pp | 31.71%+4.9pp |
| Employer contribution / active EE | $1,989 | $4,095-51.4% | $5,918-66.4% | $2,471-19.5% |
| Participant deferral / active EE | $4,851 | $5,956-18.6% | $7,714-37.1% | $3,740+29.7% |
| Admin fee / account holder | $858 | $7,243-88.2% | $12,427-93.1% | $5,306-83.8% |