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 | $12,898 | $101,069-87.2% | $81,478-84.2% | $147,584-91.3% |
| Participation rate | 65.2% | 74.5%-9.2pp | 68.0%-2.7pp | 82.8%-17.6pp |
| Annual return | 8.63% | 32.40%-23.8pp | 38.78%-30.1pp | 578.55%-569.9pp |
| Employer contribution / active EE | $643 | $3,205-80.0% | $2,568-75.0% | $4,876-86.8% |
| Participant deferral / active EE | $2,501 | $4,242-41.0% | $3,537-29.3% | $5,439-54.0% |
| Admin fee / account holder | $628 | $5,812-89.2% | $4,561-86.2% | $10,885-94.2% |