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 | $14,167 | $85,766-83.5% | $136,294-89.6% | $70,131-79.8% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 22.48% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,967 | $2,966-33.7% | $4,695-58.1% | $2,342-16.0% |
| Participant deferral / active EE | $2,785 | $5,051-44.9% | $6,247-55.4% | $3,332-16.4% |
| Admin fee / account holder | $982 | $5,420-81.9% | $9,243-89.4% | $4,645-78.9% |