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 | $28,110 | $76,050-63.0% | $96,544-70.9% | $71,457-60.7% |
| Participation rate | 60.4% | 74.4%-14.0pp | 76.0%-15.6pp | 67.9%-7.5pp |
| Annual return | 18.18% | 22.81%-4.6pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,076 | $2,244-52.1% | $2,965-63.7% | $2,588-58.4% |
| Participant deferral / active EE | $3,063 | $4,215-27.3% | $4,851-36.9% | $4,289-28.6% |
| Admin fee / account holder | $1,999 | $2,707-26.2% | $8,252-75.8% | $1,587+25.9% |