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 3-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 | $2,850 | $56,053-94.9% | $75,972-96.2% | $80,856-96.5% |
| Participation rate | 67.1% | 62.0%+5.1pp | 69.1%-1.9pp | 67.6%-0.5pp |
| Annual return | 14.41% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $500 | $1,874-73.3% | $2,685-81.4% | $2,755-81.8% |
| Participant deferral / active EE | $1,832 | $3,052-40.0% | $4,255-56.9% | $4,296-57.3% |
| Admin fee / account holder | $354 | $5,234-93.2% | $6,467-94.5% | $6,918-94.9% |