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 | $20,025 | $80,753-75.2% | $136,294-85.3% | $62,292-67.9% |
| Participation rate | 49.7% | 73.5%-23.9pp | 81.9%-32.2pp | 69.5%-19.8pp |
| Annual return | 27.36% | 35.83%-8.5pp | 5155.94%-5128.6pp | 28.90%-1.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,556 | $5,164-11.8% | $6,247-27.1% | $3,169+43.8% |
| Admin fee / account holder | $1,955 | $525+272.2% | $9,243-78.8% | $479+307.9% |