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 | $23,698 | $91,538-74.1% | $129,995-81.8% | $75,163-68.5% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 37.69% | -631.11%+668.8pp | -137.18%+174.9pp | 160.62%-122.9pp |
| Employer contribution / active EE | $2,205 | $2,845-22.5% | $4,320-49.0% | $2,670-17.4% |
| Participant deferral / active EE | $3,814 | $4,341-12.1% | $5,820-34.5% | $4,125-7.6% |
| Admin fee / account holder | $2,669 | $6,790-60.7% | $10,614-74.9% | $5,651-52.8% |