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 | $22,545 | $202,318-88.9% | $172,739-86.9% | $152,861-85.3% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 14.27% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $2,018 | $5,856-65.5% | $5,143-60.8% | $4,762-57.6% |
| Participant deferral / active EE | $6,547 | $5,948+10.1% | $5,198+26.0% | $5,850+11.9% |
| Admin fee / account holder | $9,690 | $17,109-43.4% | $13,954-30.6% | $11,596-16.4% |