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 | $9,107 | $84,233-89.2% | $170,442-94.7% | $70,131-87.0% |
| Participation rate | 63.8% | 70.8%-7.0pp | 83.6%-19.8pp | 69.5%-5.7pp |
| Annual return | 23.98% | 23.06%+0.9pp | 205.93%-181.9pp | 73.14%-49.2pp |
| Employer contribution / active EE | $2,538 | $3,387-25.1% | $5,433-53.3% | $2,342+8.3% |
| Participant deferral / active EE | $1,854 | $3,086-39.9% | $4,939-62.5% | $3,332-44.4% |
| Admin fee / account holder | $1,276 | $5,698-77.6% | $13,880-90.8% | $4,645-72.5% |