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 | $10,456 | $96,484-89.2% | $75,886-86.2% | $152,861-93.2% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.4%-36.3pp |
| Annual return | 21.70% | 33.98%-12.3pp | 30.76%-9.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,642 | $4,553-63.9% | $3,603-54.4% | $5,850-71.9% |
| Admin fee / account holder | $312 | $8,078-96.1% | $5,418-94.2% | $11,596-97.3% |