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 8-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 | $7,666 | $44,103-82.6% | $75,826-89.9% | $64,186-88.1% |
| Participation rate | 37.3% | 62.7%-25.4pp | 68.2%-30.9pp | 69.6%-32.2pp |
| Annual return | -1.46% | -4.72%+3.3pp | 1914.15%-1915.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $702 | $1,446-51.4% | $1,913-63.3% | $2,381-70.5% |
| Participant deferral / active EE | $1,380 | $2,204-37.4% | $2,862-51.8% | $3,470-60.2% |
| Admin fee / account holder | $325 | $3,506-90.7% | $4,726-93.1% | $4,888-93.4% |