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 | $7,669 | $48,795-84.3% | $65,493-88.3% | $84,808-91.0% |
| Participation rate | 58.5% | 67.0%-8.5pp | 73.1%-14.6pp | 68.3%-9.8pp |
| Annual return | 22.47% | 20.20%+2.3pp | 982.45%-960.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $509 | $1,930-73.6% | $2,574-80.2% | $2,631-80.6% |
| Participant deferral / active EE | $1,175 | $2,928-59.9% | $3,961-70.3% | $4,212-72.1% |
| Admin fee / account holder | $386 | $3,877-90.1% | $5,028-92.3% | $7,344-94.7% |