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 | $17,341 | $96,557-82.0% | $80,975-78.6% | $273,961-93.7% |
| Participation rate | 62.5% | 79.1%-16.6pp | 75.8%-13.3pp | 83.0%-20.5pp |
| Annual return | 7.80% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,013 | $4,868-79.2% | $3,714-72.7% | $4,869-79.2% |
| Participant deferral / active EE | $3,119 | $6,598-52.7% | $5,696-45.2% | $5,287-41.0% |
| Admin fee / account holder | $4,957 | $7,492-33.8% | $5,516-10.1% | $10,132-51.1% |