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 10-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 | $13,188 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-95.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 68.4%-1.7pp | 83.0%-16.3pp |
| Annual return | 3.55% | 2.55%+1.0pp | 5.24%-1.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,625 | $2,962-11.4% | $2,591+1.3% | $5,287-50.4% |
| Admin fee / account holder | $1,118 | $3,725-70.0% | $2,903-61.5% | $10,132-89.0% |