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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,352 | $57,354-90.7% | $83,848-93.6% | $64,186-91.7% |
| Participation rate | 57.8% | 68.6%-10.8pp | 76.1%-18.3pp | 69.6%-11.8pp |
| Annual return | -27.22% | 11.38%-38.6pp | 850.88%-878.1pp | 7.63%-34.9pp |
| Employer contribution / active EE | $1,326 | $2,545-47.9% | $3,631-63.5% | $2,381-44.3% |
| Participant deferral / active EE | $1,930 | $2,993-35.5% | $4,082-52.7% | $3,470-44.4% |
| Admin fee / account holder | $711 | $4,046-82.4% | $5,478-87.0% | $4,888-85.4% |