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 | $22,905 | $180,449-87.3% | $154,107-85.1% | $135,375-83.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.93% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,270 | $6,035-45.8% | $5,298-38.3% | $4,779-31.6% |
| Participant deferral / active EE | $4,852 | $5,806-16.4% | $5,081-4.5% | $5,609-13.5% |
| Admin fee / account holder | $357 | $16,143-97.8% | $13,411-97.3% | $10,827-96.7% |