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.)
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 | $15,980 | $72,404-77.9% | $110,238-85.5% | $64,186-75.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -10.03% | -6.29%-3.7pp | 314.74%-324.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,146 | $2,282-5.9% | $3,826-43.9% | $2,381-9.9% |
| Participant deferral / active EE | $3,529 | $3,469+1.7% | $4,672-24.5% | $3,470+1.7% |
| Admin fee / account holder | $2,060 | $5,664-63.6% | $8,547-75.9% | $4,888-57.9% |