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 | $5,683 | $57,281-90.1% | $86,612-93.4% | $75,163-92.4% |
| Participation rate | 45.5% | 63.2%-17.7pp | 71.7%-26.2pp | 67.2%-21.7pp |
| Annual return | 35.62% | 2670.75%-2635.1pp | 591.07%-555.4pp | 160.62%-125.0pp |
| Employer contribution / active EE | $503 | $2,314-78.3% | $3,022-83.4% | $2,670-81.2% |
| Participant deferral / active EE | $865 | $3,318-73.9% | $4,438-80.5% | $4,125-79.0% |
| Admin fee / account holder | $419 | $4,112-89.8% | $5,614-92.5% | $5,651-92.6% |