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 | $23,489 | $123,793-81.0% | $177,821-86.8% | $79,858-70.6% |
| Participation rate | 58.1% | 84.7%-26.6pp | 87.7%-29.7pp | 69.6%-11.6pp |
| Annual return | 19.81% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,361 | $4,095-66.8% | $5,918-77.0% | $2,471-44.9% |
| Participant deferral / active EE | $2,959 | $5,956-50.3% | $7,714-61.6% | $3,740-20.9% |
| Admin fee / account holder | $739 | $7,243-89.8% | $12,427-94.1% | $5,306-86.1% |