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 | $20,795 | $60,349-65.5% | $74,183-72.0% | $62,891-66.9% |
| Participation rate | 58.3% | 72.7%-14.4pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 10.70% | 21.37%-10.7pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,001 | $1,680-40.4% | $2,370-57.8% | $2,281-56.1% |
| Participant deferral / active EE | $2,102 | $2,856-26.4% | $3,550-40.8% | $3,203-34.4% |
| Admin fee / account holder | $724 | $4,261-83.0% | $5,586-87.0% | $4,296-83.1% |