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 | $30,724 | $94,031-67.3% | $115,768-73.5% | $82,448-62.7% |
| Participation rate | 61.8% | 70.4%-8.7pp | 74.4%-12.6pp | 68.1%-6.3pp |
| Annual return | 12.23% | 20.61%-8.4pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,300 | $2,323-44.0% | $2,940-55.8% | $2,551-49.0% |
| Participant deferral / active EE | $2,565 | $3,972-35.4% | $4,917-47.8% | $4,139-38.0% |
| Admin fee / account holder | $899 | $10,249-91.2% | $12,439-92.8% | $7,234-87.6% |