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 | $17,402 | $65,041-73.2% | $90,951-80.9% | $79,858-78.2% |
| Participation rate | 47.6% | 61.6%-14.0pp | 69.0%-21.4pp | 69.6%-22.0pp |
| Annual return | 18.61% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $520 | $1,247-58.3% | $2,122-75.5% | $2,471-79.0% |
| Participant deferral / active EE | $1,189 | $2,512-52.7% | $3,373-64.7% | $3,740-68.2% |
| Admin fee / account holder | $450 | $4,536-90.1% | $5,959-92.5% | $5,306-91.5% |