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 | $10,986 | $54,762-79.9% | $90,281-87.8% | $72,985-84.9% |
| Participation rate | 67.3% | 65.1%+2.2pp | 73.3%-5.9pp | 69.5%-2.1pp |
| Annual return | 18.96% | 30.63%-11.7pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,615 | $2,092-22.8% | $2,854-43.4% | $2,440-33.8% |
| Participant deferral / active EE | $1,295 | $2,887-55.1% | $3,885-66.7% | $3,607-64.1% |
| Admin fee / account holder | $3,844 | $3,972-3.2% | $5,351-28.2% | $5,124-25.0% |