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 7-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 | $16,783 | $124,425-86.5% | $112,040-85.0% | $137,256-87.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 26.81% | 24.72%+2.1pp | 24.52%+2.3pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,845 | $3,411-45.9% | $2,954-37.5% | $4,156-55.6% |
| Participant deferral / active EE | $10,809 | $5,718+89.0% | $5,098+112.0% | $6,407+68.7% |
| Admin fee / account holder | $15,950 | $15,207+4.9% | $12,098+31.8% | $12,270+30.0% |