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 | $11,333 | $54,726-79.3% | $68,793-83.5% | $64,186-82.3% |
| Participation rate | 37.3% | 68.0%-30.7pp | 72.2%-34.9pp | 69.6%-32.3pp |
| Annual return | -3.64% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $630 | $1,846-65.9% | $2,625-76.0% | $2,381-73.5% |
| Participant deferral / active EE | $1,666 | $2,626-36.6% | $3,311-49.7% | $3,470-52.0% |
| Admin fee / account holder | $4,973 | $4,027+23.5% | $5,131-3.1% | $4,888+1.7% |