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 | $4,658 | $169,032-97.2% | $129,207-96.4% | $145,922-96.8% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.6%-16.7pp | 80.3%-27.3pp |
| Annual return | 8.67% | 14330.11%-14321.4pp | 9417.33%-9408.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $716 | $4,987-85.7% | $4,168-82.8% | $6,688-89.3% |
| Admin fee / account holder | $1,213 | $9,954-87.8% | $7,715-84.3% | $13,397-90.9% |