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 | $27,494 | $101,724-73.0% | $164,813-83.3% | $80,856-66.0% |
| Participation rate | 29.2% | 71.8%-42.6pp | 78.6%-49.4pp | 67.6%-38.4pp |
| Annual return | 14.03% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,059 | $2,953-64.1% | $4,341-75.6% | $2,755-61.5% |
| Participant deferral / active EE | $2,257 | $4,477-49.6% | $6,031-62.6% | $4,296-47.5% |
| Admin fee / account holder | $3,419 | $8,227-58.4% | $12,690-73.1% | $6,918-50.6% |