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 | $11,452 | $110,257-89.6% | $96,544-88.1% | $139,434-91.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 24.08% | 26.32%-2.2pp | 25.84%-1.8pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,713 | $3,620-52.7% | $2,965-42.2% | $4,751-63.9% |
| Participant deferral / active EE | $2,988 | $5,548-46.1% | $4,851-38.4% | $6,710-55.5% |
| Admin fee / account holder | $1,953 | $11,591-83.2% | $8,252-76.3% | $11,403-82.9% |