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 9-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 | $16,709 | $73,102-77.1% | $123,544-86.5% | $56,287-70.3% |
| Participation rate | 46.5% | 74.3%-27.8pp | 82.3%-35.8pp | 69.9%-23.4pp |
| Annual return | 53.18% | 3.01%+50.2pp | 119.20%-66.0pp | -9.96%+63.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,258 | $5,423-3.0% | $6,426-18.2% | $3,350+57.0% |
| Admin fee / account holder | $399 | $554-27.9% | $9,284-95.7% | $521-23.3% |