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 9-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 | $18,693 | $176,662-89.4% | $130,648-85.7% | $152,861-87.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.4%-19.9pp |
| Annual return | 49.57% | 2692.24%-2642.7pp | 1708.96%-1659.4pp | 345.32%-295.7pp |
| Employer contribution / active EE | $1,601 | $5,742-72.1% | $4,092-60.9% | $4,762-66.4% |
| Participant deferral / active EE | $2,774 | $4,361-36.4% | $3,603-23.0% | $5,850-52.6% |
| Admin fee / account holder | $2,574 | $7,133-63.9% | $5,464-52.9% | $11,596-77.8% |