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 | $11,550 | $82,664-86.0% | $125,339-90.8% | $68,494-83.1% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | 5.14% | -5.97%+11.1pp | 572.05%-566.9pp | -7.84%+13.0pp |
| Employer contribution / active EE | $1,283 | $3,381-62.1% | $4,814-73.3% | $2,596-50.6% |
| Participant deferral / active EE | $3,480 | $6,110-43.1% | $7,446-53.3% | $4,027-13.6% |
| Admin fee / account holder | $485 | $6,275-92.3% | $10,010-95.2% | $5,403-91.0% |