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 5-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 | $15,264 | $91,538-83.3% | $129,995-88.3% | $75,163-79.7% |
| Participation rate | 35.9% | 71.4%-35.5pp | 78.5%-42.5pp | 67.2%-31.3pp |
| Annual return | 22.70% | -631.11%+653.8pp | -137.18%+159.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,244 | $2,845-56.3% | $4,320-71.2% | $2,670-53.4% |
| Participant deferral / active EE | $2,074 | $4,341-52.2% | $5,820-64.4% | $4,125-49.7% |
| Admin fee / account holder | $3,255 | $6,790-52.1% | $10,614-69.3% | $5,651-42.4% |