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 | $12,930 | $180,449-92.8% | $154,107-91.6% | $135,375-90.4% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -5.17% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,356 | $6,035-61.0% | $5,298-55.5% | $4,779-50.7% |
| Participant deferral / active EE | $3,643 | $5,806-37.3% | $5,081-28.3% | $5,609-35.0% |
| Admin fee / account holder | $6,636 | $16,143-58.9% | $13,411-50.5% | $10,827-38.7% |