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 | $17,547 | $54,380-67.7% | $68,509-74.4% | $59,632-70.6% |
| Participation rate | 28.3% | 70.2%-41.9pp | 74.7%-46.5pp | 68.7%-40.4pp |
| Annual return | 3.78% | 2.83%+0.9pp | 8.27%-4.5pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $400 | $1,539-74.0% | $2,278-82.4% | $2,203-81.8% |
| Participant deferral / active EE | $1,525 | $2,643-42.3% | $3,382-54.9% | $3,192-52.2% |
| Admin fee / account holder | $1,804 | $3,885-53.6% | $5,275-65.8% | $4,297-58.0% |