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 | $14,562 | $78,705-81.5% | $117,854-87.6% | $70,131-79.2% |
| Participation rate | 20.3% | 73.2%-52.9pp | 79.7%-59.4pp | 69.5%-49.3pp |
| Annual return | 25.42% | 23.30%+2.1pp | 335.08%-309.7pp | 73.14%-47.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,481 | $3,297-24.7% | $4,482-44.6% | $3,332-25.5% |
| Admin fee / account holder | $7,921 | $5,065+56.4% | $8,020-1.2% | $4,645+70.5% |