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 | $7,327 | $29,548-75.2% | $56,411-87.0% | $77,643-90.6% |
| Participation rate | 11.4% | 32.7%-21.2pp | 52.5%-41.0pp | 70.6%-59.1pp |
| Annual return | 20.96% | 19.01%+2.0pp | 1701.33%-1680.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $207 | $568-63.5% | $1,039-80.0% | $2,726-92.4% |
| Participant deferral / active EE | $330 | $1,061-68.9% | $1,952-83.1% | $4,647-92.9% |
| Admin fee / account holder | $1,049 | $1,046+0.3% | $2,829-62.9% | $430+143.7% |