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 | $8,191 | $81,208-89.9% | $98,907-91.7% | $79,858-89.7% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 41.56% | 60.99%-19.4pp | 196.43%-154.9pp | 31.71%+9.8pp |
| Employer contribution / active EE | $1,169 | $1,960-40.3% | $2,689-56.5% | $2,471-52.7% |
| Participant deferral / active EE | $2,555 | $3,265-21.7% | $4,244-39.8% | $3,740-31.7% |
| Admin fee / account holder | $849 | $6,013-85.9% | $6,642-87.2% | $5,306-84.0% |