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 | $18,246 | $89,355-79.6% | $141,162-87.1% | $72,985-75.0% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 27.82% | 111.85%-84.0pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,246 | $3,114-27.9% | $4,735-52.6% | $2,440-7.9% |
| Participant deferral / active EE | $4,845 | $5,418-10.6% | $6,709-27.8% | $3,607+34.3% |
| Admin fee / account holder | $2,758 | $5,958-53.7% | $10,261-73.1% | $5,124-46.2% |