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 7-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 | $6,750 | $47,944-85.9% | $67,834-90.0% | $62,891-89.3% |
| Participation rate | 23.1% | 61.1%-38.0pp | 68.8%-45.7pp | 69.3%-46.2pp |
| Annual return | 15.19% | 11.77%+3.4pp | 138.47%-123.3pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $850 | $2,247-62.2% | $3,160-73.1% | $3,203-73.5% |
| Admin fee / account holder | $365 | $3,712-90.2% | $4,622-92.1% | $4,296-91.5% |