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 | $12,942 | $56,357-77.0% | $104,294-87.6% | $68,494-81.1% |
| Participation rate | 65.0% | 63.3%+1.7pp | 73.3%-8.3pp | 67.9%-2.9pp |
| Annual return | -17.53% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,550 | $1,960-20.9% | $3,372-54.0% | $2,596-40.3% |
| Participant deferral / active EE | $2,887 | $3,077-6.2% | $4,625-37.6% | $4,027-28.3% |
| Admin fee / account holder | $2,975 | $4,903-39.3% | $7,339-59.5% | $5,403-44.9% |