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 3-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 | $27,839 | $95,803-70.9% | $113,168-75.4% | $84,808-67.2% |
| Participation rate | 69.8% | 72.9%-3.0pp | 76.6%-6.7pp | 68.3%+1.5pp |
| Annual return | 24.09% | 25.00%-0.9pp | 24.27%-0.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,513 | $2,360+6.5% | $2,975-15.5% | $2,631-4.5% |
| Participant deferral / active EE | $3,956 | $4,242-6.7% | $5,107-22.5% | $4,212-6.1% |
| Admin fee / account holder | $1,080 | $8,989-88.0% | $12,068-91.0% | $7,344-85.3% |