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 | $11,475 | $138,065-91.7% | $123,544-90.7% | $135,375-91.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 260.26% | 153.68%+106.6pp | 119.20%+141.1pp | 519.73%-259.5pp |
| Employer contribution / active EE | $2,515 | $5,151-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $4,620 | $6,799-32.1% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $688 | $10,916-93.7% | $9,284-92.6% | $10,827-93.6% |