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 8-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 | $13,242 | $65,041-79.6% | $90,951-85.4% | $79,858-83.4% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.0%-10.2pp | 69.6%-10.8pp |
| Annual return | 19.26% | 30.45%-11.2pp | 134.60%-115.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,225 | $2,512+108.0% | $3,373+54.9% | $3,740+39.7% |
| Admin fee / account holder | $6,207 | $4,536+36.8% | $5,959+4.2% | $5,306+17.0% |