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 4-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 | $16,051 | $154,117-89.6% | $129,995-87.7% | $139,434-88.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 34.10% | 32.48%+1.6pp | -137.18%+171.3pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,631 | $5,289-50.2% | $4,320-39.1% | $4,751-44.6% |
| Participant deferral / active EE | $5,860 | $6,710-12.7% | $5,820+0.7% | $6,710-12.7% |
| Admin fee / account holder | $4,565 | $14,007-67.4% | $10,614-57.0% | $11,403-60.0% |