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 8-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 | $21,194 | $62,586-66.1% | $76,768-72.4% | $64,186-67.0% |
| Participation rate | 55.7% | 72.8%-17.1pp | 77.0%-21.3pp | 69.6%-13.9pp |
| Annual return | -5.94% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,110 | $1,832-39.4% | $2,485-55.3% | $2,381-53.4% |
| Participant deferral / active EE | $1,916 | $3,145-39.1% | $3,852-50.2% | $3,470-44.8% |
| Admin fee / account holder | $7,848 | $4,667+68.2% | $6,675+17.6% | $4,888+60.6% |