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 | $19,549 | $125,758-84.5% | $169,993-88.5% | $75,163-74.0% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.0%-20.7pp | 67.2%-0.9pp |
| Annual return | 37.82% | 27.20%+10.6pp | 53.37%-15.5pp | 160.62%-122.8pp |
| Employer contribution / active EE | $1,655 | $4,615-64.1% | $6,785-75.6% | $2,670-38.0% |
| Participant deferral / active EE | $3,268 | $6,837-52.2% | $10,408-68.6% | $4,125-20.8% |
| Admin fee / account holder | $703 | $8,173-91.4% | $12,815-94.5% | $5,651-87.6% |