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 | $18,001 | $78,672-77.1% | $109,143-83.5% | $85,850-79.0% |
| Participation rate | 65.9% | 68.3%-2.4pp | 75.9%-10.0pp | 69.3%-3.4pp |
| Annual return | 11.85% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,291 | $2,735-52.8% | $3,722-65.3% | $2,565-49.7% |
| Participant deferral / active EE | $2,467 | $3,467-28.9% | $4,653-47.0% | $3,952-37.6% |
| Admin fee / account holder | $1,375 | $5,469-74.9% | $6,752-79.6% | $6,260-78.0% |