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 | $15,651 | $65,041-75.9% | $90,951-82.8% | $79,858-80.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 20.99% | 30.45%-9.5pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,419 | $1,247+13.8% | $2,122-33.1% | $2,471-42.6% |
| Participant deferral / active EE | $2,634 | $2,512+4.9% | $3,373-21.9% | $3,740-29.6% |
| Admin fee / account holder | $652 | $4,536-85.6% | $5,959-89.1% | $5,306-87.7% |