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 5-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 | $13,292 | $110,094-87.9% | $151,611-91.2% | $68,494-80.6% |
| Participation rate | 60.9% | 84.0%-23.0pp | 87.5%-26.6pp | 67.9%-7.0pp |
| Annual return | 69.99% | -10.12%+80.1pp | 3.33%+66.7pp | -7.84%+77.8pp |
| Employer contribution / active EE | $2,603 | $4,471-41.8% | $6,166-57.8% | $2,596+0.3% |
| Participant deferral / active EE | $5,661 | $6,527-13.3% | $8,363-32.3% | $4,027+40.6% |
| Admin fee / account holder | $861 | $7,719-88.8% | $11,616-92.6% | $5,403-84.1% |