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 | $17,360 | $65,041-73.3% | $90,951-80.9% | $79,858-78.3% |
| Participation rate | 63.1% | 61.6%+1.5pp | 69.0%-5.9pp | 69.6%-6.6pp |
| Annual return | 20.08% | 30.45%-10.4pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $629 | $1,247-49.6% | $2,122-70.4% | $2,471-74.6% |
| Participant deferral / active EE | $1,375 | $2,512-45.2% | $3,373-59.2% | $3,740-63.2% |
| Admin fee / account holder | $305 | $4,536-93.3% | $5,959-94.9% | $5,306-94.3% |