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 | $15,180 | $69,977-78.3% | $108,579-86.0% | $62,891-75.9% |
| Participation rate | 67.9% | 72.9%-5.0pp | 79.6%-11.7pp | 69.3%-1.4pp |
| Annual return | 10.15% | 10.73%-0.6pp | -51.70%+61.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,802 | $2,135-15.6% | $3,758-52.1% | $2,281-21.0% |
| Participant deferral / active EE | $2,779 | $3,165-12.2% | $4,311-35.5% | $3,203-13.2% |
| Admin fee / account holder | $1,707 | $5,076-66.4% | $7,645-77.7% | $4,296-60.3% |