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 | $11,570 | $48,076-75.9% | $78,689-85.3% | $62,891-81.6% |
| Participation rate | 63.2% | 65.2%-2.0pp | 73.6%-10.3pp | 69.3%-6.1pp |
| Annual return | 35.98% | 31.35%+4.6pp | 62.18%-26.2pp | 20.14%+15.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,498 | $2,588+73.8% | $3,517+27.9% | $3,203+40.4% |
| Admin fee / account holder | $3,367 | $3,207+5.0% | $4,510-25.3% | $4,296-21.6% |