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 | $8,662 | $99,020-91.3% | $86,590-90.0% | $147,584-94.1% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 20.43% | 1312.34%-1291.9pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $130 | $3,132-95.9% | $2,839-95.4% | $4,876-97.3% |
| Participant deferral / active EE | $1,277 | $3,972-67.8% | $3,609-64.6% | $5,439-76.5% |
| Admin fee / account holder | $1,976 | $5,710-65.4% | $4,906-59.7% | $10,885-81.8% |