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 | $4,424 | $107,015-95.9% | $73,545-94.0% | $147,584-97.0% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 18.11% | 38.25%-20.1pp | -15.16%+33.3pp | 578.55%-560.4pp |
| Employer contribution / active EE | $455 | $1,760-74.1% | $1,219-62.7% | $4,876-90.7% |
| Participant deferral / active EE | $607 | $2,462-75.3% | $1,806-66.4% | $5,439-88.8% |
| Admin fee / account holder | $352 | $3,055-88.5% | $2,320-84.8% | $10,885-96.8% |