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 | $12,773 | $81,900-84.4% | $119,609-89.3% | $68,494-81.4% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -16.76% | -23.82%+7.1pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,881 | $2,693-30.2% | $4,232-55.6% | $2,596-27.6% |
| Participant deferral / active EE | $2,711 | $4,148-34.6% | $5,602-51.6% | $4,027-32.7% |
| Admin fee / account holder | $957 | $6,582-85.5% | $10,323-90.7% | $5,403-82.3% |