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 | $25,907 | $100,923-74.3% | $150,045-82.7% | $74,304-65.1% |
| Participation rate | 67.8% | 70.1%-2.3pp | 82.3%-14.6pp | 60.3%+7.4pp |
| Annual return | 24.03% | 51.77%-27.7pp | 62.55%-38.5pp | 29.43%-5.4pp |
| Employer contribution / active EE | $1,561 | $3,463-54.9% | $4,693-66.7% | $2,241-30.3% |
| Participant deferral / active EE | $2,706 | $6,709-59.7% | $7,997-66.2% | $3,767-28.2% |
| Admin fee / account holder | $890 | $2,767-67.8% | $13,435-93.4% | $2,969-70.0% |