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 | $9,578 | $76,000-87.4% | $154,107-93.8% | $64,186-85.1% |
| Participation rate | 57.8% | 70.4%-12.6pp | 83.0%-25.3pp | 69.6%-11.8pp |
| Annual return | -3.02% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,378 | $3,351-58.9% | $5,298-74.0% | $2,381-42.1% |
| Participant deferral / active EE | $3,241 | $3,175+2.1% | $5,081-36.2% | $3,470-6.6% |
| Admin fee / account holder | $857 | $5,596-84.7% | $13,411-93.6% | $4,888-82.5% |