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 | $24,478 | $76,367-67.9% | $93,606-73.8% | $72,985-66.5% |
| Participation rate | 66.1% | 71.7%-5.6pp | 75.8%-9.7pp | 69.5%-3.4pp |
| Annual return | 21.21% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $998 | $2,275-56.1% | $2,718-63.3% | $2,440-59.1% |
| Participant deferral / active EE | $2,813 | $3,538-20.5% | $4,069-30.9% | $3,607-22.0% |
| Admin fee / account holder | $3,650 | $6,838-46.6% | $7,888-53.7% | $5,124-28.8% |