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 | $25,033 | $83,477-70.0% | $125,175-80.0% | $72,985-65.7% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.0pp | 69.5%-0.7pp |
| Annual return | 22.71% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,057 | $2,345-12.3% | $3,865-46.8% | $2,440-15.7% |
| Participant deferral / active EE | $3,143 | $3,585-12.3% | $4,937-36.3% | $3,607-12.9% |
| Admin fee / account holder | $3,698 | $5,517-33.0% | $9,702-61.9% | $5,124-27.8% |