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 4-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 | $17,950 | $109,881-83.7% | $150,045-88.0% | $84,808-78.8% |
| Participation rate | 65.9% | 76.1%-10.2pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 18.92% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,006 | $3,561-71.7% | $4,693-78.6% | $2,631-61.8% |
| Participant deferral / active EE | $4,296 | $6,636-35.3% | $7,997-46.3% | $4,212+2.0% |
| Admin fee / account holder | $5,494 | $8,568-35.9% | $13,435-59.1% | $7,344-25.2% |