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 | $22,940 | $71,883-68.1% | $86,677-73.5% | $68,494-66.5% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -11.99% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,282 | $2,173-41.0% | $2,836-54.8% | $2,596-50.6% |
| Participant deferral / active EE | $1,861 | $3,779-50.8% | $4,656-60.0% | $4,027-53.8% |
| Admin fee / account holder | $1,143 | $6,112-81.3% | $7,493-84.7% | $5,403-78.8% |