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 | $18,558 | $88,583-79.0% | $88,497-79.0% | $273,961-93.2% |
| Participation rate | 55.0% | 83.5%-28.5pp | 82.4%-27.4pp | 83.0%-28.0pp |
| Annual return | 8.93% | 5.68%+3.2pp | 7.63%+1.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,285 | $4,502-71.5% | $4,036-68.2% | $4,869-73.6% |
| Participant deferral / active EE | $2,195 | $4,891-55.1% | $4,899-55.2% | $5,287-58.5% |
| Admin fee / account holder | $697 | $8,980-92.2% | $6,220-88.8% | $10,132-93.1% |