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 8-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 | $11,409 | $190,805-94.0% | $159,960-92.9% | $134,475-91.5% |
| Participation rate | 45.5% | 81.9%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -18.97% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,115 | $4,995-77.7% | $4,226-73.6% | $4,740-76.5% |
| Participant deferral / active EE | $2,329 | $6,923-66.4% | $6,182-62.3% | $6,400-63.6% |
| Admin fee / account holder | $1,462 | $10,471-86.0% | $8,698-83.2% | $11,426-87.2% |