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 | $18,899 | $86,286-78.1% | $111,297-83.0% | $85,850-78.0% |
| Participation rate | 43.6% | 73.3%-29.7pp | 77.3%-33.7pp | 69.3%-25.7pp |
| Annual return | 13.05% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,078 | $2,043-47.3% | $2,731-60.5% | $2,565-58.0% |
| Participant deferral / active EE | $1,684 | $3,641-53.7% | $4,487-62.5% | $3,952-57.4% |
| Admin fee / account holder | $460 | $8,188-94.4% | $7,964-94.2% | $6,260-92.6% |