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 | $28,174 | $78,422-64.1% | $95,952-70.6% | $79,858-64.7% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-3.9pp |
| Annual return | 22.71% | 19.37%+3.3pp | 91.61%-68.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,271 | $1,945-34.6% | $2,541-50.0% | $2,471-48.5% |
| Participant deferral / active EE | $3,454 | $3,440+0.4% | $4,167-17.1% | $3,740-7.6% |
| Admin fee / account holder | $3,584 | $5,622-36.2% | $6,795-47.3% | $5,306-32.4% |