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 | $25,368 | $152,587-83.4% | $125,175-79.7% | $152,861-83.4% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 30.54% | 54.84%-24.3pp | 43.79%-13.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,765 | $4,946-64.3% | $3,865-54.3% | $4,762-62.9% |
| Participant deferral / active EE | $6,062 | $5,868+3.3% | $4,937+22.8% | $5,850+3.6% |
| Admin fee / account holder | $2,395 | $13,434-82.2% | $9,702-75.3% | $11,596-79.4% |