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 | $11,861 | $99,341-88.1% | $84,750-86.0% | $273,961-95.7% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 12.33% | 22.93%-10.6pp | 22.78%-10.5pp | 41.45%-29.1pp |
| Employer contribution / active EE | $897 | $4,214-78.7% | $3,574-74.9% | $4,869-81.6% |
| Participant deferral / active EE | $1,517 | $4,269-64.5% | $3,712-59.1% | $5,287-71.3% |
| Admin fee / account holder | $1,625 | $6,644-75.5% | $5,332-69.5% | $10,132-84.0% |