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 | $19,178 | $79,944-76.0% | $98,439-80.5% | $75,163-74.5% |
| Participation rate | 67.7% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.6pp |
| Annual return | 26.88% | 19.75%+7.1pp | 21.16%+5.7pp | 160.62%-133.7pp |
| Employer contribution / active EE | $905 | $2,264-60.0% | $3,048-70.3% | $2,670-66.1% |
| Participant deferral / active EE | $2,196 | $3,752-41.5% | $4,738-53.7% | $4,125-46.8% |
| Admin fee / account holder | $1,389 | $6,840-79.7% | $8,948-84.5% | $5,651-75.4% |