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 | $21,724 | $85,766-74.7% | $136,294-84.1% | $70,131-69.0% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 32.99% | 31.45%+1.5pp | 5155.94%-5122.9pp | 73.14%-40.1pp |
| Employer contribution / active EE | $3,349 | $2,966+12.9% | $4,695-28.7% | $2,342+43.0% |
| Participant deferral / active EE | $5,774 | $5,051+14.3% | $6,247-7.6% | $3,332+73.3% |
| Admin fee / account holder | $575 | $5,420-89.4% | $9,243-93.8% | $4,645-87.6% |