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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,484 | $32,117-86.0% | $71,086-93.7% | $64,186-93.0% |
| Participation rate | 18.8% | 42.7%-23.9pp | 54.7%-35.9pp | 69.6%-50.8pp |
| Annual return | -33.88% | -5.57%-28.3pp | 650.59%-684.5pp | 7.63%-41.5pp |
| Employer contribution / active EE | $141 | $712-80.2% | $1,088-87.1% | $2,381-94.1% |
| Participant deferral / active EE | $394 | $1,263-68.8% | $1,874-79.0% | $3,470-88.6% |
| Admin fee / account holder | $647 | $2,759-76.5% | $3,082-79.0% | $4,888-86.8% |