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 | $25,870 | $81,208-68.1% | $98,907-73.8% | $79,858-67.6% |
| Participation rate | 58.3% | 72.5%-14.2pp | 76.0%-17.7pp | 69.6%-11.3pp |
| Annual return | 15.73% | 60.99%-45.3pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $796 | $1,960-59.4% | $2,689-70.4% | $2,471-67.8% |
| Participant deferral / active EE | $1,506 | $3,265-53.9% | $4,244-64.5% | $3,740-59.7% |
| Admin fee / account holder | $504 | $6,013-91.6% | $6,642-92.4% | $5,306-90.5% |