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 7-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 | $13,192 | $71,883-81.6% | $86,677-84.8% | $68,494-80.7% |
| Participation rate | 63.8% | 72.2%-8.5pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -14.86% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,314 | $2,173-39.5% | $2,836-53.7% | $2,596-49.4% |
| Participant deferral / active EE | $1,745 | $3,779-53.8% | $4,656-62.5% | $4,027-56.7% |
| Admin fee / account holder | $1,748 | $6,112-71.4% | $7,493-76.7% | $5,403-67.6% |