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 3-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 | $5,467 | $71,050-92.3% | $93,606-94.2% | $80,856-93.2% |
| Participation rate | 7.3% | 60.4%-53.1pp | 68.7%-61.4pp | 67.6%-60.3pp |
| Annual return | 22.46% | 11.26%+11.2pp | 133.20%-110.7pp | 35.59%-13.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,368 | $4,034-66.1% | $4,411-69.0% | $4,296-68.2% |
| Admin fee / account holder | $3,782 | $6,945-45.5% | $8,285-54.4% | $6,918-45.3% |