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 | $19,306 | $85,766-77.5% | $136,294-85.8% | $70,131-72.5% |
| Participation rate | 69.6% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 23.57% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $735 | $2,966-75.2% | $4,695-84.3% | $2,342-68.6% |
| Participant deferral / active EE | $3,874 | $5,051-23.3% | $6,247-38.0% | $3,332+16.3% |
| Admin fee / account holder | $574 | $5,420-89.4% | $9,243-93.8% | $4,645-87.6% |