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 | $12,756 | $75,828-83.2% | $147,614-91.4% | $59,632-78.6% |
| Participation rate | 35.5% | 71.6%-36.0pp | 84.6%-49.1pp | 68.7%-33.1pp |
| Annual return | 3.91% | 0.37%+3.5pp | 61.98%-58.1pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $490 | $3,485-85.9% | $5,564-91.2% | $2,203-77.8% |
| Participant deferral / active EE | $988 | $3,130-68.4% | $4,895-79.8% | $3,192-69.0% |
| Admin fee / account holder | $1,576 | $5,985-73.7% | $11,611-86.4% | $4,297-63.3% |