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 10-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 | $4,721 | $100,852-95.3% | $90,404-94.8% | $158,922-97.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 26.26% | 1724.20%-1697.9pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $403 | $3,689-89.1% | $3,262-87.6% | $4,761-91.5% |
| Participant deferral / active EE | $951 | $4,348-78.1% | $3,963-76.0% | $5,982-84.1% |
| Admin fee / account holder | $1,496 | $6,501-77.0% | $5,611-73.3% | $11,246-86.7% |