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 7-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 | $3,248 | $34,934-90.7% | $56,411-94.2% | $74,495-95.6% |
| Participation rate | 5.8% | 32.8%-27.1pp | 52.5%-46.7pp | 67.2%-61.4pp |
| Annual return | 14.01% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $237 | $1,170-79.8% | $1,952-87.9% | $4,346-94.6% |
| Admin fee / account holder | $1,475 | $2,364-37.6% | $2,829-47.9% | $1,942-24.1% |