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 9-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 | $9,494 | $85,766-88.9% | $136,294-93.0% | $70,131-86.5% |
| Participation rate | 37.0% | 74.2%-37.1pp | 81.9%-44.9pp | 69.5%-32.5pp |
| Annual return | 52.61% | 31.45%+21.2pp | 5155.94%-5103.3pp | 73.14%-20.5pp |
| Employer contribution / active EE | $1,105 | $2,966-62.7% | $4,695-76.5% | $2,342-52.8% |
| Participant deferral / active EE | $2,242 | $5,051-55.6% | $6,247-64.1% | $3,332-32.7% |
| Admin fee / account holder | $683 | $5,420-87.4% | $9,243-92.6% | $4,645-85.3% |