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 | $24,621 | $131,829-81.3% | $108,579-77.3% | $273,961-91.0% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 7.11% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,139 | $4,912-56.4% | $3,758-43.1% | $4,869-56.1% |
| Participant deferral / active EE | $3,089 | $5,127-39.8% | $4,311-28.3% | $5,287-41.6% |
| Admin fee / account holder | $1,185 | $10,252-88.4% | $7,645-84.5% | $10,132-88.3% |