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 | $13,701 | $149,679-90.8% | $117,039-88.3% | $147,584-90.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 13.56% | 19.31%-5.8pp | 18.95%-5.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $944 | $4,937-80.9% | $3,785-75.0% | $4,876-80.6% |
| Participant deferral / active EE | $1,471 | $4,912-70.0% | $3,929-62.6% | $5,439-72.9% |
| Admin fee / account holder | $1,055 | $7,856-86.6% | $5,974-82.3% | $10,885-90.3% |