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 | $18,044 | $73,787-75.5% | $98,716-81.7% | $82,448-78.1% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.3%-1.7pp | 68.1%-0.5pp |
| Annual return | 24.98% | 18.57%+6.4pp | 31.81%-6.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,392 | $3,081-22.4% | $4,048-40.9% | $4,139-42.2% |
| Admin fee / account holder | $1,778 | $6,500-72.6% | $8,703-79.6% | $7,234-75.4% |