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 | $28,562 | $94,529-69.8% | $140,016-79.6% | $64,186-55.5% |
| Participation rate | 65.3% | 84.1%-18.8pp | 87.5%-22.2pp | 69.6%-4.3pp |
| Annual return | -5.45% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,743 | $3,812-54.3% | $5,606-68.9% | $2,381-26.8% |
| Participant deferral / active EE | $3,502 | $5,250-33.3% | $6,927-49.5% | $3,470+0.9% |
| Admin fee / account holder | $1,452 | $6,741-78.5% | $10,705-86.4% | $4,888-70.3% |