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 | $15,329 | $82,664-81.5% | $125,339-87.8% | $68,494-77.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | 0.09% | -5.97%+6.1pp | 572.05%-572.0pp | -7.84%+7.9pp |
| Employer contribution / active EE | $3,961 | $3,381+17.1% | $4,814-17.7% | $2,596+52.5% |
| Participant deferral / active EE | $8,992 | $6,110+47.1% | $7,446+20.8% | $4,027+123.3% |
| Admin fee / account holder | $3,272 | $6,275-47.9% | $10,010-67.3% | $5,403-39.4% |