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 | $13,000 | $52,681-75.3% | $75,781-82.8% | $59,632-78.2% |
| Participation rate | 36.8% | 67.2%-30.4pp | 75.8%-39.0pp | 68.7%-31.8pp |
| Annual return | 27.93% | 2.95%+25.0pp | 9.68%+18.3pp | 2041.28%-2013.4pp |
| Employer contribution / active EE | $1,098 | $2,193-49.9% | $3,323-67.0% | $2,203-50.1% |
| Participant deferral / active EE | $1,498 | $2,591-42.2% | $3,651-59.0% | $3,192-53.1% |
| Admin fee / account holder | $589 | $3,610-83.7% | $5,299-88.9% | $4,297-86.3% |