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 6-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 | $17,962 | $74,927-76.0% | $101,794-82.4% | $84,808-78.8% |
| Participation rate | 63.9% | 61.4%+2.5pp | 69.2%-5.3pp | 68.3%-4.4pp |
| Annual return | 20.26% | 18.70%+1.6pp | 30.53%-10.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,262 | $1,522-17.0% | $2,289-44.8% | $2,631-52.0% |
| Participant deferral / active EE | $1,291 | $3,099-58.3% | $4,084-68.4% | $4,212-69.3% |
| Admin fee / account holder | $867 | $6,514-86.7% | $8,777-90.1% | $7,344-88.2% |