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 | $14,915 | $78,422-81.0% | $95,952-84.5% | $79,858-81.3% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 17.68% | 19.37%-1.7pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,012 | $1,945-48.0% | $2,541-60.2% | $2,471-59.1% |
| Participant deferral / active EE | $2,092 | $3,440-39.2% | $4,167-49.8% | $3,740-44.1% |
| Admin fee / account holder | $1,641 | $5,622-70.8% | $6,795-75.8% | $5,306-69.1% |