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 6-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 | $19,300 | $77,145-75.0% | $108,410-82.2% | $85,850-77.5% |
| Participation rate | 50.6% | 74.7%-24.0pp | 80.1%-29.5pp | 69.3%-18.7pp |
| Annual return | 21.09% | 44.54%-23.5pp | 905.27%-884.2pp | 318.53%-297.4pp |
| Employer contribution / active EE | $2,052 | $2,379-13.8% | $3,558-42.3% | $2,565-20.0% |
| Participant deferral / active EE | $4,464 | $5,566-19.8% | $6,563-32.0% | $3,952+13.0% |
| Admin fee / account holder | $339 | $5,172-93.4% | $7,295-95.4% | $6,260-94.6% |