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 6-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 | $15,577 | $82,664-81.2% | $125,339-87.6% | $68,494-77.3% |
| Participation rate | 48.6% | 75.0%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,931 | $3,381-42.9% | $4,814-59.9% | $2,596-25.6% |
| Participant deferral / active EE | $4,944 | $6,110-19.1% | $7,446-33.6% | $4,027+22.8% |
| Admin fee / account holder | $4,578 | $6,275-27.0% | $10,010-54.3% | $5,403-15.3% |