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 | $23,913 | $72,492-67.0% | $87,100-72.5% | $72,985-67.2% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.9%-13.2pp | 69.5%-5.8pp |
| Annual return | 17.04% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,017 | $1,894-46.3% | $2,521-59.7% | $2,440-58.3% |
| Participant deferral / active EE | $1,745 | $3,270-46.6% | $4,049-56.9% | $3,607-51.6% |
| Admin fee / account holder | $4,035 | $5,055-20.2% | $7,497-46.2% | $5,124-21.3% |