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 | $13,847 | $88,707-84.4% | $74,183-81.3% | $273,961-94.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 7.89% | 11.94%-4.1pp | 17.74%-9.8pp | 41.45%-33.6pp |
| Employer contribution / active EE | $641 | $3,159-79.7% | $2,370-72.9% | $4,869-86.8% |
| Participant deferral / active EE | $4,623 | $4,212+9.8% | $3,550+30.3% | $5,287-12.6% |
| Admin fee / account holder | $3,586 | $8,717-58.9% | $5,586-35.8% | $10,132-64.6% |