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 | $10,753 | $53,127-79.8% | $86,590-87.6% | $70,131-84.7% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 23.30% | 27.66%-4.4pp | 964.84%-941.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,109 | $2,068-46.4% | $2,839-60.9% | $2,342-52.7% |
| Participant deferral / active EE | $2,157 | $2,696-20.0% | $3,609-40.2% | $3,332-35.3% |
| Admin fee / account holder | $370 | $3,585-89.7% | $4,906-92.5% | $4,645-92.0% |