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 10-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 | $22,212 | $62,586-64.5% | $76,768-71.1% | $64,186-65.4% |
| Participation rate | 67.3% | 72.8%-5.5pp | 77.0%-9.7pp | 69.6%-2.3pp |
| Annual return | -3.43% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $813 | $1,832-55.6% | $2,485-67.3% | $2,381-65.9% |
| Participant deferral / active EE | $2,476 | $3,145-21.3% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $1,831 | $4,667-60.8% | $6,675-72.6% | $4,888-62.5% |