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 | $3,159 | $32,117-90.2% | $71,086-95.6% | $64,186-95.1% |
| Participation rate | 65.0% | 42.7%+22.3pp | 54.7%+10.3pp | 69.6%-4.6pp |
| Annual return | -2.33% | -5.57%+3.2pp | 650.59%-652.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $858 | $712+20.4% | $1,088-21.2% | $2,381-64.0% |
| Participant deferral / active EE | $1,435 | $1,263+13.6% | $1,874-23.4% | $3,470-58.6% |
| Admin fee / account holder | $839 | $2,759-69.6% | $3,082-72.8% | $4,888-82.8% |