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 9-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 | $10,963 | $57,828-81.0% | $117,039-90.6% | $70,131-84.4% |
| Participation rate | 67.7% | 67.1%+0.6pp | 77.2%-9.4pp | 69.5%-1.8pp |
| Annual return | 17.31% | 17.55%-0.2pp | 18.95%-1.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,321 | $1,816-27.3% | $3,785-65.1% | $2,342-43.6% |
| Participant deferral / active EE | $1,813 | $2,438-25.6% | $3,929-53.9% | $3,332-45.6% |
| Admin fee / account holder | $724 | $3,548-79.6% | $5,974-87.9% | $4,645-84.4% |