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 | $24,257 | $101,724-76.2% | $164,813-85.3% | $80,856-70.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 11.94% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,044 | $2,953-30.8% | $4,341-52.9% | $2,755-25.8% |
| Participant deferral / active EE | $5,550 | $4,477+24.0% | $6,031-8.0% | $4,296+29.2% |
| Admin fee / account holder | $890 | $8,227-89.2% | $12,690-93.0% | $6,918-87.1% |