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 | $4,700 | $53,516-91.2% | $126,539-96.3% | $84,808-94.5% |
| Participation rate | 66.7% | 58.2%+8.4pp | 69.8%-3.2pp | 68.3%-1.6pp |
| Annual return | 14.82% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,267 | $2,671-52.5% | $4,083-69.0% | $4,212-69.9% |
| Admin fee / account holder | $781 | $4,497-82.6% | $6,065-87.1% | $7,344-89.4% |