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 5-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 | $5,473 | $58,627-90.7% | $76,735-92.9% | $82,448-93.4% |
| Participation rate | 68.9% | 63.2%+5.7pp | 69.5%-0.6pp | 68.1%+0.9pp |
| Annual return | 21.52% | 39.10%-17.6pp | 29.77%-8.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $820 | $1,729-52.6% | $2,454-66.6% | $2,551-67.9% |
| Participant deferral / active EE | $1,371 | $3,134-56.2% | $4,088-66.5% | $4,139-66.9% |
| Admin fee / account holder | $1,250 | $5,323-76.5% | $7,189-82.6% | $7,234-82.7% |