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 8-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 | $10,337 | $202,318-94.9% | $172,739-94.0% | $152,861-93.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 36.54% | 1029.65%-993.1pp | 802.84%-766.3pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,417 | $5,856-75.8% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $2,716 | $5,948-54.3% | $5,198-47.7% | $5,850-53.6% |
| Admin fee / account holder | $516 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |