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.)
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 | $5,805 | $99,652-94.2% | $78,778-92.6% | $147,584-96.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,374 | $2,796-50.8% | $1,986-30.8% | $4,876-71.8% |
| Participant deferral / active EE | $2,475 | $3,664-32.4% | $2,958-16.3% | $5,439-54.5% |
| Admin fee / account holder | $978 | $7,155-86.3% | $5,134-80.9% | $10,885-91.0% |