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 7-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 | $7,063 | $158,817-95.6% | $121,196-94.2% | $135,375-94.8% |
| Participation rate | 54.5% | 79.3%-24.8pp | 71.7%-17.2pp | 82.6%-28.1pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,615 | $5,665-71.5% | $4,022-59.9% | $4,779-66.2% |
| Participant deferral / active EE | $3,621 | $4,005-9.6% | $3,344+8.3% | $5,609-35.4% |
| Admin fee / account holder | $611 | $6,512-90.6% | $5,019-87.8% | $10,827-94.4% |