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 4-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 | $5,028 | $56,053-91.0% | $75,972-93.4% | $80,856-93.8% |
| Participation rate | 53.6% | 62.0%-8.4pp | 69.1%-15.4pp | 67.6%-14.0pp |
| Annual return | 21.68% | 20.53%+1.1pp | 359.55%-337.9pp | 35.59%-13.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,653 | $3,052-45.8% | $4,255-61.2% | $4,296-61.5% |
| Admin fee / account holder | $468 | $5,234-91.0% | $6,467-92.8% | $6,918-93.2% |