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 | $19,462 | $58,512-66.7% | $84,015-76.8% | $72,985-73.3% |
| Participation rate | 64.5% | 61.2%+3.2pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $498 | $1,163-57.2% | $1,983-74.9% | $2,440-79.6% |
| Participant deferral / active EE | $1,663 | $2,394-30.5% | $3,239-48.7% | $3,607-53.9% |
| Admin fee / account holder | $3,853 | $4,569-15.7% | $6,101-36.8% | $5,124-24.8% |