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 5-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 | $17,851 | $71,050-74.9% | $93,606-80.9% | $80,856-77.9% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 20.37% | 11.26%+9.1pp | 133.20%-112.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,062 | $1,564+31.9% | $2,420-14.8% | $2,755-25.1% |
| Participant deferral / active EE | $3,089 | $4,034-23.4% | $4,411-30.0% | $4,296-28.1% |
| Admin fee / account holder | $1,113 | $6,945-84.0% | $8,285-86.6% | $6,918-83.9% |