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 6-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 | $10,697 | $65,409-83.6% | $98,442-89.1% | $85,850-87.5% |
| Participation rate | 24.7% | 65.0%-40.3pp | 73.3%-48.6pp | 69.3%-44.6pp |
| Annual return | 16.41% | 21.76%-5.4pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,128 | $3,166-64.4% | $4,276-73.6% | $3,952-71.5% |
| Admin fee / account holder | $600 | $4,593-86.9% | $5,949-89.9% | $6,260-90.4% |