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 7-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 | $8,158 | $52,279-84.4% | $89,391-90.9% | $79,858-89.8% |
| Participation rate | 26.0% | 57.5%-31.6pp | 68.0%-42.0pp | 69.6%-43.7pp |
| Annual return | 56.53% | 22.16%+34.4pp | 245.62%-189.1pp | 31.71%+24.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $989 | $2,740-63.9% | $3,890-74.6% | $3,740-73.6% |
| Admin fee / account holder | $727 | $3,356-78.3% | $4,881-85.1% | $5,306-86.3% |