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 | $8,227 | $85,202-90.3% | $172,739-95.2% | $72,985-88.7% |
| Participation rate | 35.4% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.0pp |
| Annual return | 16.21% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $947 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $3,540 | $5,884-39.8% | $13,954-74.6% | $5,124-30.9% |