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 | $27,487 | $91,552-70.0% | $133,956-79.5% | $79,858-65.6% |
| Participation rate | 65.9% | 73.3%-7.4pp | 79.8%-13.9pp | 69.6%-3.7pp |
| Annual return | 14.75% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,354 | $2,384-43.2% | $3,919-65.4% | $2,471-45.2% |
| Participant deferral / active EE | $2,119 | $3,733-43.2% | $5,048-58.0% | $3,740-43.3% |
| Admin fee / account holder | $790 | $6,321-87.5% | $8,927-91.1% | $5,306-85.1% |